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Senior Financial Planner

EP Wealth Advisors
Vancouver, Washington State
DOE- Great Benefits- Flexible Work Schedule
Closing date
Feb 13, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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Duties and Responsibilities:

  • Develop customized and comprehensive personal and business financial plans
  • Maintain client relations by distribution of client questionnaire, data collection, analysis, and review with team to identify key measures within the financial planning system
  • Utilize financial planning software to generate financial plans, run analysis on tax strategies, real estate, charitable planning and additional areas to supplement financials
  • Develop presentation material and review with advisor teams
  • Establish and develop relationships with clients by participating in meetings guiding goal setting strategies
  • Present action plans for clients relative to the specific recommendations made in their financial plan
  • Optimize department practices and implement strategies to determine changes and upgrades necessary to maximize opportunities with clients and potential clients
  • Collaborate with other team members and departments to enhance systems and develop processes that increase workflow and generate new business
  • Assist Director in developing monthly training material and quarterly seminar material
  • Collaborate with Marketing department to review and edit documentation distributed to public
  • Conduct analysis of trends and forecasts, recommendation actions for optimization, and perform ongoing research as required by the Director of Financial Planning
  • Proactively engage in firm wide initiatives developing services and building firm relationships
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
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