Financial Planning Associate - Client-Focused Wealth
EP Wealth Advisors, LLC
EP Wealth Advisors in Vancouver, WA is seeking a Financial Planning Associate to collaborate with advisors on tailored client plans. You will develop and deliver comprehensive financial plans for clients with $1M–$2M AUM, and assist in more complex cases under supervision. Ideal candidates have a Bachelor's, CFP progress or designation, and 0–2 years in financial services. The role offers a supportive team, strong growth and a competitive benefits package. #J-18808-Ljbffr EP Wealth Advisors, LLC
Vacancy posted more than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Associate - Client-Focused Wealth. Be the first to apply!
Related searches
- associate leveraged finance Brooklyn, NY
- financial planning assistant Brooklyn, NY
- financial counselor Brooklyn, NY
- financial advisor development program Brooklyn, NY
- associate corporate finance Brooklyn, NY
- private wealth advisor Brooklyn, NY
- entry level financial advisor Brooklyn, NY
- financial advisor Brooklyn, NY
- financial advisor training program Brooklyn, NY
- work from home financial advisor Brooklyn, NY