Life at First Pacific Financial
We believe in making the world better through our values and actions which includes our B-Corp Certification. We are proud to be an equal-opportunity employer and are committed to creating a diverse environment where every person belongs.
Values
- Live a happy and balanced life
- Be yourself and be kind
- A culture of belonging
- Learning never ends
- Remarkable service
Purpose
Better decisions for a better world
Vision
A force for positive change
Mission
Guiding clients to financial success so they confidently pursue their dreams and aspirations
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Make the World a Better Place
At First Pacific Financial we foster a workplace culture that values and respects differences, ensures fairness, and promotes equal opportunities for everyone, regardless of background or identity.
- Hiring Practices: We are dedicated to creating a workplace that reflects the rich tapestry of our society. We actively seek out individuals from various backgrounds, experiences, and perspectives to join our team. Our hiring process is designed to be fair, transparent, and free from bias to ensure that all candidates have an equal opportunity to thrive within our organization.
- B Corp Certification: As a B Corporation, we adhere to the highest standards of social and environmental responsibility. Our B Corp certification signifies our commitment to using business as a force for good, valuing not only our financial performance but also our positive impact on our employees, our community, and the world at large.
- The LeCount Davis CFP(R) Endowed Scholarship: We are proud to support the LeCount Davis CFP(R) Endowed Scholarship, which provides access and financial assistance to individuals from underrepresented backgrounds pursuing a career in financial planning. By investing in the next generation of financial professionals, we aim to create a more diverse and inclusive industry.
- Client-Centric Approach: Our primary goal is to provide our clients with the highest quality financial advice, tailored to their unique needs and goals. We serve clients from all walks of life, respecting their backgrounds and circumstances without prejudice. We believe that everyone deserves equal access to sound financial guidance, regardless of their socioeconomic status, race, gender, or any other characteristic.
- Community Engagement: We are dedicated to serving our community. We seek opportunities to support and uplift marginalized communities, promoting economic empowerment and financial literacy for all. Our commitment extends beyond our office doors and into the neighborhoods we serve.
- Internal Pulse Checks: We regularly assess and review our internal efforts through pulse checks, surveys, and feedback mechanisms. This ongoing evaluation ensures that our commitment to equal opportunity remains at the forefront of our organizational development.
- Continuous Improvement: We remain committed to identifying and implementing new opportunities to enhance our diversity goals within our firm, our partnerships, and our client relationships. We will continually strive to do better and be better.
Obtaining B Corp certification is a rigorous process that requires companies to meet high standards of social and environmental performance, transparency, and accountability. This is one way we are working to make our world a better place.
Visit https://www.bcorporation.net/en-us/find-a-b-corp/company/first-pacific-financial/ to see how we are doing our part.
Careers
We are proud to be an equal-opportunity employer and are committed to creating a diverse environment
where every person belongs.
See our current job openings below and reach out.
About the Role
At First Pacific Financial, our Financial Advisors are at the heart of what we do, guiding clients to financial success so they can confidently pursue their dreams and aspirations. This role is about more than managing portfolios. It's about building trusted relationships, championing our firm culture, and being a force for positive change in the communities we serve.
You'll work alongside a collaborative team of financial advisors, portfolio managers, and client services professionals, all rowing in the same direction. We operate as one team with One Plan, and the right candidate will thrive in that environment.
We currently serve clients across our Pacific Northwest and Alaska offices. While we don't have an immediate opening at every location, we are a growing firm, and we always want to connect with exceptional people.
What You'll Do
- Lead all ongoing client meetings, present financial plans, investment recommendations, and give actionable advice that helps clients align their wealth with their values.
- Build deep, lasting relationships with clients by understanding their goals, life changes, and values, and serving as a trusted partner throughout every stage of their financial journey.
- Attend and close prospective client meetings; guide new clients through onboarding with care and clarity.
- Collaborate with the advisor team to prepare for meetings, organize client data, and synthesize insights within a comprehensive financial planning context.
- Work with Portfolio Manager on client asset management: portfolio reviews, rebalancing, withdrawal coordination, tax strategies, and new portfolio implementation.
- Solve complex planning challenges in estate, tax, retirement, and beyond, with creativity and confidence.
- Guide clients through market conditions with clear, relatable language.
- Grow and nurture our presence in the communities we serve, authentically.
- Champion responsible investing and ESG strategies for clients who want their wealth to make a difference in the world.
What You Bring
- Minimum three years of financial advisory experience or a closely related profession.
- Bachelor's Degree or higher.
- CFP® designation, or active coursework toward certification.
- Deep fluency in financial planning concepts including retirement, estate, tax, and investment management, and the ability to communicate them simply and powerfully.
- Extraordinary communication skills and genuine warmth with clients.
- A detail-oriented mindset and the discipline to execute at a high level within a team environment.
- A desire to build real relationships and make a meaningful impact in people's lives.
- Ability and willingness to travel between office locations as needed.
Who We Are
First Pacific Financial is an independent, B-Corporation Certified RIA headquartered in Vancouver, WA with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We are values-driven in everything we do.
We are proud to be an equal opportunity employer committed to building a diverse, inclusive environment where every person belongs. No cold calling. Just great work, great people, and a shared belief that how we do business matters as much as the results we deliver.
Ready to Make a Difference?
At First Pacific Financial, our team is united by a shared set of values: we believe in living happy and balanced lives, being ourselves and treating others with kindness, building a culture where everyone belongs, never stopping our learning journey, and delivering genuinely remarkable service to our clients and each other.
As a proud B-Corporation, we’re here to make a positive impact—not just in the financial world, but in our communities and the lives of the people we serve. We welcome all backgrounds and walks of life, and we’re committed to creating a workplace where diversity is celebrated, opportunities are abundant, and every team member can contribute in their authentic way.
About the Role
At First Pacific Financial, our Associate Financial Advisors are an essential part of our team, building the foundation for a meaningful and lasting career in financial planning. This role is about learning by doing. Working alongside experienced advisors to develop comprehensive financial plans, deepen client relationships, and grow your expertise across every dimension of the advisory profession.
You’ll have real opportunities to expand your skills, gain hands-on client experience, and advance along a clear career path. We operate as one team with One Plan, and the right candidate will thrive in that collaborative environment.
What You'll Do
- Work with the team to prepare for client meetings, collecting, organizing, and synthesizing client data within a comprehensive financial planning context.
- Actively engage in client meetings to gain real exposure and hands-on experience.
- Perform follow-up tasks from client meetings: meeting notes, completing planning or investment management tasks, and coordinating work with other team members.
- Fulfill client responsibilities including client-related communications.
- Collaborate with the advisor team on client asset management needs: portfolio reviews, coordination of withdrawal needs, tax strategies, rebalancing, and new portfolio implementation.
- Develop and prepare client financial plans and presentations for review by advisors, with opportunities to present during client meetings.
- Meet regularly with advisory and investment teams to discuss current events and investment management topics.
- Participate in advisor Excel training and complete the competency checklist to advance on the advisor career path.
- Authentically grow and nurture our presence in the communities we serve.
What You Bring
- Bachelor’s Degree or higher.
- Series 65 license or equivalent.
- CFP® designation, or active coursework toward certification.
- Extraordinary communication skills and genuine warmth with people.
- A detail-oriented mindset and the discipline to execute at a high level within a team environment.
- A desire to build real relationships and make a meaningful impact in people’s lives.
Who We Are
First Pacific Financial is an independent, B-Corporation Certified RIA headquartered in Vancouver, WA with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We are values-driven in everything we do.
We are proud to be an equal opportunity employer committed to building a diverse, inclusive environment where every person belongs. No cold calling. Just great work, great people, and a shared belief that how we do business matters as much as the results we deliver.
Ready to Make a Difference?
At First Pacific Financial, our team is united by a shared set of values: we believe in living happy and balanced lives, being ourselves and treating others with kindness, building a culture where everyone belongs, never stopping our learning journey, and delivering genuinely remarkable service to our clients and each other.
As a proud B-Corporation, we’re here to make a positive impact—not just in the financial world, but in our communities and the lives of the people we serve. We welcome all backgrounds and walks of life, and we’re committed to creating a workplace where diversity is celebrated, opportunities are abundant, and every team member can contribute in their authentic way.
About the Role
At First Pacific Financial, our Client Service Associates are the connective tissue of the client experience. You are the first voice clients hear, the steady presence that keeps things moving, and a trusted partner to our advisor team. This role is more than administrative support. It's about genuine care, clear communication, and making every interaction feel effortless for the people we serve.
You'll work alongside financial advisors, portfolio managers, and fellow client services professionals in a collaborative, team-first environment. We operate as one team with One Plan, and the right candidate will thrive in that collaborative environment.
What You'll Do
- Build sustainable relationships and trust with clients through open, proactive communication.
- Identify & assess client needs and connect them with the right resources or team members.
- Provide operational and administrative support to Financial Advisors, helping the team run at its best.
- Create and submit forms, upload applications, and maintain accurate account details.
- Update and maintain internal databases and CRM systems with precision and consistency.
- Provide accurate, complete, and timely information to clients and internal team members.
- Troubleshoot and resolve client inquiries with professionalism, empathy, and a solutions-first mindset.
- Schedule and coordinate client meetings, ensuring a seamless experience for both clients and advisors.
What You Bring
- Solid knowledge of administrative procedures and software applications.
- Strong familiarity with CRM systems and practices.
- Effective organizational, interpersonal, and written and verbal communication skills.
- Ability to multi-task, prioritize, and problem-solve in a fast-moving environment.
- A team-first mindset and genuine desire to make clients' lives easier.
- Industry experience or knowledge preferred.
- College degree preferred.
Who We Are
First Pacific Financial is an independent, B-Corporation Certified RIA headquartered in Vancouver, WA with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We are values-driven in everything we do.
We are proud to be an equal opportunity employer committed to building a diverse, inclusive environment where every person belongs. No cold calling. Just great work, great people, and a shared belief that how we do business matters as much as the results we deliver.
Ready to Make a Difference?
At First Pacific Financial, our team is united by a shared set of values: we believe in living happy and balanced lives, being ourselves and treating others with kindness, building a culture where everyone belongs, never stopping our learning journey, and delivering genuinely remarkable service to our clients and each other.
As a proud B-Corporation, we’re here to make a positive impact—not just in the financial world, but in our communities and the lives of the people we serve. We welcome all backgrounds and walks of life, and we’re committed to creating a workplace where diversity is celebrated, opportunities are abundant, and every team member can contribute in their authentic way.