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 2 days ago
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