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Financial Planner

Evergreen Gavekal
Bellevue, Washington State
DOE: $65 - $120k
Closing date
Jul 2, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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We are a rapidly growing regional wealth manager with offices in Bellevue, Portland, San Francisco, and Napa with nearly $4 billion in Assets Under Management. Our culture fosters creative thinking, an entrepreneurial mindset, and a willingness to wear more than one hat. The company believes in giving people the freedom to work creatively and with self-driven accountability. We believe that people’s opportunities and successes can be earned through innovative thinking and sound execution, not by years of experience climbing the corporate ladder. Our firm leadership is young relative to other companies in our industry, which we see as a significant strength in terms of culture and growth outlook.

As a Financial Planner you will build, review, analyze and present client plans. Our clients' profiles are primarily high net worth individuals and families, as well as endowments and institutions. A central investment team will provide the portfolio management responsibilities.


  • Work alongside senior advisors in the client onboarding process
  • Assist advisors in the selection, implementation, and monitoring of asset allocation
  • Deliver presentations to prospective clients as a part of the proposal process
  • Review a high volume of client accounts and plans quarterly to determine if there is a need for a plan modification
  • Meet with clients 2-4 times a year to review the financial plan and investment accounts
  • Interact and correspond with clients on financial planning software issues
  • Maintain a high level of knowledge and understanding of the investment team's decisions

Skills and Experience:

  • CFP (If not certified, must attain certification within 12 months of being hired).
  • Excellent communication and listening skills
  • Self-motivated and eager to drive growth at an expanding business
  • Ability to organize, analyze, and interpret data to reach sound decisions; guide investors based on individual risk tolerances
  • Knowledgeable on the financial markets and the economy
  • 4-year degree from an accredited college or university
  • Experience with eMoney Advisor, or other financial planning software



· Medical, dental and vision coverage

· 401k match

· 15 days paid time off plus all stock market holidays


The applicant must be based in the greater Seattle area.

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