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Senior Financial Planner - Hybrid Seattle, Elite Benefits
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-03
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
EP Wealth Advisors is seeking an Experienced Senior Financial Planner to develop and deliver tailored financial plans for clients in the Seattle, WA;
Vancouver, WA; or Redwood Shores, CA region. The role emphasizes client relationships, plan development, and process improvement within a hybrid work model.
You will collaborate with advisors, manage complex financial plans, mentor juniors, and contribute to ongoing service enhancements while staying current with industry changes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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