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Financial Planning Associate: in Wealth Advisory
Job in
Vancouver, Clark County, Washington, 98662, USA
Listed on 2026-06-05
Listing for:
EP Wealth Advisors
Part Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
EP Wealth Advisors is seeking a Financial Planning Associate in Vancouver, WA. This role involves working closely with advisors to create and implement tailored financial plans for high net worth clients. Candidates should have a Bachelor's degree and ideally 0-2 years of experience in financial services.
The position requires strong communication skills, attention to detail, and the ability to build long-lasting client relationships. Compensation ranges from $70,000 to $93,500 annually, with extensive benefits including paid time off and health plans.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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