Financial Planning Counselor - Camas WA

Overview:The Opportunity:As a Financial Planning Counselor, you will work alongside our client’s internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm, and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities. The Day-to-Day:Be an expert to help educate our internal Relationship Managers and clients on financial planning topicsComplete financial plans and other detailed analyses for existing clientsProactively look for efficiency improvements, suggest solutions and elevate issues or concernsReport on feedback, trends and more to the Private Client Group Initiatives managementYour Qualifications:5+ years’ experience within financial servicesHave in-depth knowledge of financial planning topics (CFP beneficial) Connect with a wide array of audiences by phone and emailEager to work in a newly-created role in a newly-formed group to support client needs and global growthManage complexity and coordinate across several departments under strict timelinesBenefits:100% coverage of premiums for health, vision and dental insuranceA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeInclusive cultureAn award-winning work environment – our client is Great Place to Work Certified, and Top Workplace winners from The Oregonian*California employees accrue up to 17 days of PTO and 3 days of sick time per year.OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYERType: Direct HireCategory: Financial PlannerDate Posted: 2026-09-04