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Financial Planning Associate - Hybrid, Growth & CFP

Job in Vancouver, Clark County, Washington, 98662, USA
Listing for: EP Wealth Advisors
Full Time position
Listed on 2026-08-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 93500 USD Yearly USD 70000.00 93500.00 YEAR
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.

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Position Requirements
10+ Years work experience
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