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Financial Planning Associate: Client Book
Job in
Vancouver, Clark County, Washington, 98662, USA
Listed on 2026-01-12
Listing for:
Threadneedle group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Vancouver is seeking candidates for a role focused on financial planning and client relationship management. The position involves developing a personal book of business, assisting clients in achieving their financial objectives, and requires the acquisition of necessary licenses. Ideal candidates will have a four-year college degree, strong communication skills, and a desire to learn in a collaborative environment.
This is a full-time position with a competitive salary range.
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Position Requirements
10+ Years
work experience
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