Senior Financial Planner
- Employer
- EP Wealth Advisors
- Location
- Vancouver, Washington State
- Salary
- DOE- Great Benefits- Flexible Work Schedule
- Closing date
- Feb 13, 2022
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- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Required
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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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