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Financial Planning Associate - Hybrid, Growth & CFP
Job in
Vancouver, Clark County, Washington, 98662, USA
Listed on 2026-08-06
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors in Seattle/Vancouver area seeks a Financial Planning Associate to collaborate with advisors on tailored financial plans for clients within the region. The role emphasizes client relationships, planning processes, and contribution to service offerings.
The position supports a hybrid work model with in-office and remote days, requiring 0-2 years in financial services and a 4-year degree. Certifications such as CFP or Series 65 are encouraged within 90 days of joining.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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