Financial Planning Associate

EP Wealth Advisors

Financial Planning Associate at EP Wealth Advisors creating customized financial plans for high net worth clients. Collaborating with advisors and managing client relationships in a hybrid environment.

Posted 7/13/2026full-timeVancouver • Washington • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $93,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning processes, including tax, retirement, and estate planning, while effectively managing client relationships and collaborating with team members to enhance service delivery. Proficient in utilizing financial planning software and tools to create and implement customized financial strategies.

Highest-signal resume keywords

Certified Financial PlannerFinancial Planning Software ProficiencyClient Relationship ManagementExcellent Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Plan CreationTax PlanningRetirement PlanningEstate PlanningInvestment StrategiesData ReviewAction Plan PreparationFinancial Strategy ImplementationProcess ManagementFinancial Analysis

Soft Skills

Team CollaborationInterpersonal SkillsProblem-SolvingIndependent WorkerClient Engagement

Tools & Technologies

ZoomMicrosoft TeamsOffice SuiteTamaracEMoneyMoney Guide ProSocial Security AnalyzerAdvisysZilculatorHolistiplan

Certifications & Qualifications

Certified Financial Planner

Industry Keywords

Financial ServicesWealth ManagementClient SatisfactionMergers and AcquisitionsFinancial TrendsLegislation ChangesSECURE Act 2.0

About the role

Key responsibilities & impact

Client Engagement: Work with advisors on clients with assets under management between $1 million and $2 million to build comprehensive financial plans.
Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations.
Help implement financial strategies and track progress.
Process Management: Manage and maintain the financial planning process, including reviewing gathered data, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews, and presenting client meetings.
Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
Assist the Financial Planning Manager in mentoring Financial Planning Interns, guiding them in financial planning processes and firm culture.
Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites.
Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration.
Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date.
Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Join and actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.

Requirements

What you’ll need

Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP.
Experience: 0-2 years of experience in financial services or a related field.
Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com).
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
Education: Bachelor's degree

Benefits

Comp & perks

11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services
Life Insurance
Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program