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Financial Planning Associate - Client-Focused Wealth
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-21
Listing for:
EP Wealth Advisors, LLC
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors in Vancouver, WA is seeking a Financial Planning Associate to collaborate with advisors on tailored client plans. You will develop and deliver comprehensive financial plans for clients with $1M–$2M AUM, and assist in more complex cases under supervision.
Ideal candidates have a Bachelor's, CFP progress or designation, and 0–2 years in financial services. The role offers a supportive team, strong growth and a competitive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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