Senior Financial Planner

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

View more

Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
You need to sign in or create an account to save a job.

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

Apply for Senior Financial Planner

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar Jobs