Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Associate: Flexible Growth in Wealth Advisory

$70k - $93.5k

EP Wealth Advisors

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-Ljbffr EP Wealth Advisors

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planning Associate: Flexible Growth in Wealth Advisory in Vancouver, WA vacancy
  • $150k - $250k

     ...in Portland, Oregon, is seeking a Wealth Advisor to join their Wealth...  ...comprehensive advice in Tax and Financial Planning, alongside Investment Management....  ...and a range of benefits including flexible work options and professional growth opportunities. #J-18808-Ljbffr Aprio
    Flexible hours
    Remote job

    Aprio

    Portland, OR
    4 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team...  ...opportunities. Aprio Advisory Group, LLC is a...  ...intersection of Tax Planning, Financial Planning, and investment...  ...day of employment ~ Flexible Spending Account and...  ...leader: Be part of a high-growth firm that is... 
    Flexible hours
    Full time
    Work at office
    Local area
    Remote work

    Aprio

    Portland, OR
    11 days ago
  • $145k - $175k

     ...Senior Wealth Advisor This position ensures the growth and development for the Wealth, Financial Planning, and Financial Advisory aspects of the business line. This individual will partner with business line leaders to develop and execute effective wealth management... 
    Suggested
    Temporary work
    Work at office

    Riverview Bank

    Vancouver, WA
    5 days ago
  • $114k - $165.3k

     ...that transforming financial lives starts by...  ...their own. We have a flexible work environment,...  ..., and our associates dedicate thousands...  ...The Senior Private Wealth Advisor, Practice...  ...onboarding, financial planning, and investor...  ...to 6%), financial advisory services,... 
    Flexible hours
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home

    Empower Careers

    Portland, OR
    3 days ago
  • $70k - $93.5k

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March...  ...opportunities for our associates to learn, grow and enhance...  ...careers. Summary The Financial Planning Associate works...  ...Paid Parental Leave Flexible Work Schedule Highly... 
    Flexible hours
    Temporary work
    Work at office

    EP Wealth Advisors

    Vancouver, WA
    1 day ago
  • $170k - $210k

     ...amplify and simplify their financial lives by integrating financial planning, investment management,...  ...we serve. With a flexible, national footprint, we...  ...metrics – including size, growth, service quality, technology...  ...Summary: The Partner, Sr. Wealth Advisor works in a... 
    Flexible hours
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday

    Mercer Advisors

    Portland, OR
    21 days ago
  • $68.64k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services...  ...and diversified set of brokerage, advisory, and insurance solutions to meet...  ...investment/insurance products and financial planning Core Competencies: Strong... 
    Work at office
    Local area

    LPL Financial

    Vancouver, WA
    1 day ago
  • Focus Financial Partners in Portland, Oregon, is seeking an Associate Wealth Advisor to join their planning-centric team. This exciting opportunity involves working closely with Wealth Advisors to enhance client relationships and participate actively in the financial planning... 

    Focus Financial Partners

    Portland, OR
    3 days ago
  • $62.38k

     ...develop deeper relationships through financial planning with a focus on retention and replication...  ...knowledge of all broker dealer advisory platforms. FINRA Series 7, Series 63 and...  ...Comprehensive medical coverage, dental & vision, flexible spending accounts, employer‑paid... 
    Flexible hours
    Base plus commission
    Full time
    Part time
    Local area

    NBT Bancorp Inc.

    Portland, OR
    2 days ago
  • $114k - $165.3k

     ...Enhancement is seeking a Senior Private Wealth Advisor in Portland, Oregon. The role involves...  ...client teams to deliver personalized financial advice, ensuring clients achieve...  ...designation is preferred. The position offers a flexible work environment and attractive salary... 
    Flexible hours

    Hispanic Alliance for Career Enhancement

    Portland, OR
    1 day ago
  • U.S. Bank is seeking a Private Wealth Advisor Partner in Portland, Oregon, responsible for developing and managing client relationships. The role emphasizes strong client-facing skills and requires registration with the National Mortgage Licensing System (NMLS) under the... 

    Us Bank

    Portland, OR
    10 hours ago
  • $102.14k

    Alternate titles Senior Financial Advisor New Mexico · Wealth Advisor Albuquerque...  ..., Advanced Planning . We are expanding...  ...securities and investment advisory services through...  ...for first‑year new associates. This is the firm's...  ...continuous training. Flexible schedule with... 
    Flexible hours
    Full time
    Contract work
    For contractors
    Self employment
    Seasonal work
    Work at office
    Local area

    Wealthbridge-Financial-Group

    Vancouver, WA
    4 days ago
  •  ...recognized, award-winning financial institution that has...  ...Northern Trust, our Wealth Strategist position is...  ...sales role to support our growth. Wealth Strategists...  ...to wealth management planning. With the support of our...  ...You will be part of a flexible and collaborative work... 
    Flexible hours
    Local area

    Northern Trust

    Portland, OR
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions...  ...We are an innovative, flexible, and inclusive...  ...partnership. Edward Jones associates are seen, heard, respected...  ...the branch business plan to increase branch effectiveness...  ...earning potential and growth, and your compensation... 
    Flexible hours
    Work at office
    Work from home
    Home office

    Edward Jones

    Vancouver, WA
    5 days ago
  • $85k - $105k

     ...Focus Partners Wealth is seeking an Associate Wealth Advisor to join...  ...opportunity to work with a planning centric team...  ...participation in the financial planning process....  ...provides team members the flexibility to work a hybrid...  ...compliance for the advisory team Engage in... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Portland, OR
    4 days ago
  • $45k - $100k

     ...applicants. Join a financial services firm...  ...are an innovative, flexible, and inclusive organization...  .... Edward Jones associates are seen, heard,...  ..., building wealth, estate strategies...  ...earning potential and growth, and your...  ...the branch business plan to increase branch... 
    Flexible hours
    Traineeship
    Work at office
    Local area
    Work from home
    Home office

    Edward Jones

    Portland, OR
    1 day ago
  • $119.77k - $140.9k

     ...make better and smarter financial decisions and enabling...  ...for retention and growth of medium to large size...  ...capable of handling complex wealth and relationship...  ...location, while having flexibility on their work location...  ...employer-funded retirement plan Paid vacation (from... 
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank

    Portland, OR
    3 days ago
  • A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least 2 years of financial advisory experience, and strong skills in client relationships and investment solutions... 

    JPMorgan Chase & Co.

    Vancouver, WA
    2 days ago
  • $80k - $200k

     ...Northwestern Mutual Financial Advisors strive to...  ...empower people to plan their financial...  ...Join the Best: #1 Growth Office in the company...  ...autonomy and flexibility in establishing your...  ...Portland Metro Area Wealth Management Investment Consultant, Advisory Services Gresham,... 
    Full time
    Work experience placement
    Internship
    Work at office
    Relocation

    Northwestern Mutual

    Vancouver, WA
    2 days ago
  • Wealthbridge-Financial-Group is looking for a Senior Financial Advisor to join their team in Washington. This role includes a commission...  ...full book portability, making it an excellent opportunity for growth in the financial services sector. Join a firm dedicated to helping... 

    Wealthbridge-Financial-Group

    Vancouver, WA
    4 days ago
  • $75k - $85k

    Bank of America is hiring a Financial Solutions Advisor in Vancouver, WA, offering extensive training and career growth. This role allows you to provide comprehensive financial advice to clients, develop strategies to meet their financial goals, and achieve professional... 

    Bank of America

    Vancouver, WA
    2 days ago
  • A leading advisory firm in Portland seeks a Tax Manager for its Private Wealth/High Net Worth team. This role involves delivering tax and business advisory...  ...and team support. Offers a strong career growth trajectory and flexible work conditions, all while contributing to... 
    Flexible hours

    Baker Tilly US

    Portland, OR
    4 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager...  ...ideal for early-career advisors or financial planning professionals who are ambitious...  ...within a sophisticated, client-first advisory platform. The successful... 

    Confidential

    Portland, OR
    3 days ago
  • $80k - $90k

     ...Description Merrill Wealth Management is...  ..., including planning for retirement...  .... Merrill's Financial Advisors and...  ...Management Client Associates help clients...  ...with their advisory team committed...  ...appropriate level of flexibility for our...  ...promote portfolio growth. The Merrill... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Vancouver, WA
    9 days ago
  • $70k - $80k

    Focus Partners Wealth is seeking an Associate Wealth Advisor to join...  ...opportunity to work with a planning centric team...  ...participation in the financial planning process....  ...provides team members the flexibility to work a hybrid...  ...compliance for the advisory team Engage in... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth, LLC

    Portland, OR
    10 hours ago
  •  ...Multi-Family Office seeks a Market Leader to serve as the Lead Wealth Advisor to the most complex and sophisticated clientele, mentor...  ..., and lead the continued buildout of the region through organic growth. Immediate equity opportunity. The Opportunity Lead a multi-billion... 
    Work at office
    Local area
    Immediate start

    Leah Yosef International

    Portland, OR
    3 days ago
  • $70k - $80k

     ...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to...  ...to work with a planning centric team dedicated...  ...in the financial planning process. Responsibilities...  ...team members the flexibility to work a hybrid...  ...compliance for the advisory team Engage in advisory... 
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners

    Portland, OR
    3 days ago
  • A local boutique financial planning firm in Portland is seeking a Paraplanner to support daily operations...  ...excellent opportunity to grow in the wealth management sector. #J-18808-Ljbffr Wealth Strategy Partners, A private wealth advisory practice of Ameriprise Financial... 
    Private practice
    Local area

    Wealth Strategy Partners, A private wealth advisory practice...

    Portland, OR
    10 hours ago
  • Medium seeks dedicated individuals for a remote financial services position aimed at protecting families and making...  ...genuine desire to help others. The role allows for flexible work, providing opportunities for growth while upholding integrity. If you are passionate about... 
    Flexible hours
    Remote job

    Medium

    Vancouver, WA
    2 days ago
  • $20.67 - $31.25 per hour

    KeyCorp in Portland, Oregon, is looking for a motivated Personal Banker to enhance client relationships and deliver tailored financial solutions. This role involves engaging clients to assess their needs, opening accounts, and achieving sales goals while ensuring compliance... 
    Hourly pay

    KeyCorp

    Portland, OR
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Associate: Flexible Growth in Wealth Advisory. Be the first to apply!