Associate Financial Advisor

First Pacific Financial is looking to hire an Associate Financial Advisor to be based in our Vancouver office.

ABOUT THE ROLE

At First Pacific Financial, our Associate Financial Advisors are an essential part of our team, building the foundation for a meaningful and lasting career in financial planning. This role is about learning by doing. Working alongside experienced advisors to develop comprehensive financial plans, deepen client relationships, and grow your expertise across every dimension of the advisory profession. You’ll have real opportunities to expand your skills, gain hands‑on client experience, and advance along a clear career path. We operate as one team with One Plan, and the right candidate will thrive in that collaborative environment.

WHAT YOU’LL DO

Work with the team to prepare for client meetings, collecting, organizing, and synthesizing client data within a comprehensive financial planning context. Actively engage in client meetings to gain real exposure and hands‑on experience. Perform follow‑up tasks from client meetings: meeting notes, completing planning or investment management tasks, and coordinating work with other team members. Fulfill client responsibilities including client‑related communications. Collaborate with the advisor team on client asset management needs: portfolio reviews, coordination of withdrawal needs, tax strategies, rebalancing, and new portfolio implementation. Develop and prepare client financial plans and presentations for review by advisors, with opportunities to present during client meetings. Meet regularly with advisory and investment teams to discuss current events and investment management topics. Participate in advisor Excel training and complete the competency checklist to advance on the advisor career path. Authentically grow and nurture our presence in the communities we serve.

WHAT YOU BRING

Bachelor’s Degree or higher. CFP® designation, or active coursework toward certification. Extraordinary communication skills and genuine warmth with people. A detail‑oriented mindset and the discipline to execute at a high level within a team environment. A desire to build real relationships and make a meaningful impact in people’s lives.

WHO WE ARE

First Pacific Financial is an independent, B‑Corporation Certified RIA headquartered in Vancouver, WA with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We are values‑driven in everything we do. We are proud to be an equal opportunity employer committed to building a diverse, inclusive environment where every person belongs. No cold calling. Just great work, great people, and a shared belief that how we do business matters as much as the results we deliver. #J-18808-Ljbffr First Pacific Financial