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Financial Planning Counselor - Camas WA
Job in
Camas, Clark County, Washington, 98607, USA
Listed on 2026-10-09
Listing for:
CNI Consulting
Full Time
position Listed on 2026-10-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
The Opportunity:
As a Financial Planning Counselor, you will work alongside our client’s internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm, and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.
The Day-to-Day:
Be an expert to help educate our internal Relationship Managers and clients on financial planning topics
Complete financial plans and other detailed analyses for existing clients
Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
Report on feedback, trends and more to the Private Client Group Initiatives management
Your
Qualifications:
5+ years’ experience within financial services
Have in-depth knowledge of financial planning topics (CFP beneficial) Connect with a wide array of audiences by phone and email
Eager to work in a newly-created role in a newly-formed group to support client needs and global growth
Manage complexity and coordinate across several departments under strict timelines
Benefits:100% coverage of premiums for health, vision and dental insuranceA 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental Leave Back-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employee
Inclusive culture
An award-winning work environment – our client is Great Place to Work Certified, and Top Workplace winners from The Oregonian
* California employees accrue up to 17 days of PTO and 3 days of sick time per year.
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYERType:
Direct Hire Category:
Financial Planner Date Posted:
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