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.
Type: Full time, executive leadership team
Location: Vancouver WA
About the Role
First Pacific Financial is growing, and our leadership structure is growing with it. As our current COO steps into the role of President, we are looking for a Head of Operations to lead our Foundation team: the operations, HR, marketing, facilities, and accounting functions that keep the firm running. You will sit alongside our Client Services, Investments, Compliance, Advisors, and Technology leaders as a peer on the leadership team.
This is a highly collaborative leadership role for someone who loves building great teams, tightening systems, and making the work of others easier. You will help facilitate the firm’s EOS rhythm across departments, turn strategy into clear priorities, and bring energy and connection to every FPF office so our people, processes, and systems work together.
What You’ll Do
Lead our Foundations
- Provide day-to-day leadership and management for the Foundation team, including marketing, facilities, and accounting.
- Practice LMA (Leadership + Management = Accountability) with every direct report through clear expectations, regular check-ins, and quarterly conversations.
- Own performance management for the Foundation team: coaching, feedback, development plans, and addressing performance concerns promptly and fairly.
- Monitor productivity and capacity, balancing workloads and staffing so the team can do its best work.
Translate Strategy into Action
- Help facilitate the firm’s EOS rhythm, working across departments to support leadership meetings and quarterly and annual planning, and to keep rocks, scorecards, and issues lists current.
- Work alongside the President to translate the firm’s One Plan into actionable steps, quarterly rocks, and clear ownership.
- Partner with the Head of Advisor Success and our Investment, Client Services, Compliance, and Technology leaders to align priorities and support firm-wide initiatives.
- Feed the firm’s KPIs and scorecards, gathering accurate, timely data from every department so the President and leadership team can act on it.
Oversee the Foundations
- Oversee firm operations, including facilities and the systems and processes that support our client experience.
- Lead HR at a high level: recruiting, onboarding and offboarding, policies, and benefits.
- Collaborate across departments so tools, integrations, and platforms support operations across the firm.
Champion Culture and Connection
- Collaborate with the FPF Culture Club to ensure that their initiatives and events bring our values to life.
- Champion our Next Gen efforts, helping engage and develop the firm’s emerging talent.
- Build energy and connection across all FPF offices so every team member feels part of one firm, wherever they work.
Improve How We Work
- Lead process enhancement and system optimization, identifying where workflows can be simpler, faster, and more consistent.
- Champion adoption of FPF systems and processes so every team member knows and uses them well.
- Strengthen operational efficiency while protecting the collaborative culture that makes FPF a great place to work.
What You Bring
- 10+ years of operations leadership experience, including at least 5 years leading teams across HR, finance, or operations functions.
- A proven record of performance management, coaching, and building accountable, high-trust teams.
- Strength in translating strategy into plans, priorities, and measurable outcomes.
- Comfort tracking Key Performance Indicators (KPIs).
- A systems mindset and a track record of improving processes and implementing technology.
- Experience with EOS (Entrepreneurial Operating System) is a plus.
- Natural energy and enthusiasm for building culture and connecting people across locations.
- Excellent communication, sound discretion with confidential information, and a genuinely collaborative style.
- Bachelor’s degree required. MBA or related advanced degree preferred.
- Alignment with our values and our commitment, as a B Corp, to using business as a force for good.
Who We Are
First Pacific Financial is an independent, B Corporation Certified Registered Investment Advisor headquartered in Vancouver, WA, with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We help clients make better financial decisions and use their wealth as a force for positive change. Our culture is built on belonging, collaboration, and growth, because empowered employees create remarkable client experiences. Make Your World Better.
Type: Full time, entry level
Location: Vancouver WA
Travel: Visits to all offices as needed
About the Role
First Pacific Financial is looking for an experienced Marketing Manager to own our marketing program across the firm. Our strategy is set. We need the person who makes it real, keeps it consistent, and pushes us to go further.
This is not a support role. You will own our marketing systems, campaigns, events, and brand standards, and you will direct the outside agencies and freelancers who help us. You will also roll up your sleeves and do the work yourself. We want someone who brings ideas, raises the bar, and tells us when we can do better.
What You’ll Do
Own the Marketing Engine
- Own HubSpot, including prospect and client lists, segmentation, data quality, and integration with Slant.
- Build, test, and run automated drip campaigns, newsletters, and client communications.
- Find ways to automate routine marketing work, including with AI tools.
Create and Publish
- Write, design, and produce content yourself, including emails, social posts, event materials, and client pieces.
- Run FPF’s social media channels, planning, posting, and engaging so our presence stays active and on brand.
- Manage and update fp-financial.com so it stays current, accurate, and compliant.
Own the Brand
- Set and enforce FPF brand standards so every office and every piece of communication is consistent.
- Maintain templates, voice guidelines, and a library of approved materials.
- Partner with Compliance to route all materials for approval under the SEC Marketing Rule and keep required records.
Direct Outside Partners
- Brief, manage, and review the work of agencies and freelancers.
- Manage marketing timelines and budgets so work is on time, on brand, and compliant.
Lead Events and Growth
- Lead client events, workshops, and sponsorships from planning through follow-up and pipeline tracking.
- Partner with the Head of Advisors on organic growth, including advisor bios, seminars, and referral campaigns.
- Lead client announcements and transition communications when we welcome acquired firms.
Push Us Further
- Measure what is working and report results on campaigns, events, and pipeline growth.
- Bring new ideas and recommend where to invest, test, and stop.
- Challenge leadership and advisors to raise the bar on how we tell our story.
What You Bring
- 4+ years of marketing experience. Financial services or another regulated industry is strongly preferred.
- Hands-on HubSpot experience. HubSpot certification is a plus.
- A track record of owning email campaigns and events from start to finish.
- Experience creating content and managing social media channels.
- Proficiency with design tools such as Canva or Adobe.
- Experience managing website content in a CMS.
- Comfort with marketing analytics and turning results into action.
- Experience managing agencies, freelancers, or vendors.
- Strong writing and editing skills and a sharp eye for brand consistency.
- The confidence to hold colleagues and partners to a high standard, with kindness.
- Comfort with AI tools and a habit of automating the routine.
- Ability to travel to FPF offices as needed for events and on-site work.
- Alignment with our values and our commitment, as a B Corp, to using business as a force for good.
Who We Are
First Pacific Financial is an independent, B Corporation Certified Registered Investment Advisor headquartered in Vancouver, WA, with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We help clients make better financial decisions and use their wealth as a force for positive change. Our culture is built on belonging, collaboration, and growth, because empowered employees create remarkable client experiences. Make Your World Better.
Type: Full time, entry level
Location: Vancouver WA (100% in office)
Travel: Visits to all offices as needed
About the Role
First Pacific Financial is looking for a Tech Support professional to be the first point of contact for technology and office needs across the firm. This entry level role is based full time in our Vancouver office and is part of our Foundation team.
You will keep our people connected, equipped, and productive so they can focus on serving clients. Once a quarter, you will travel to each of our offices in Portland OR, Seattle WA, Bellevue WA, and Juneau AK to support team members on site.
What You’ll Do
Firm Help Desk
- Serve as the firm’s help desk, responding to technology requests promptly and with a friendly, service-first approach.
- Troubleshoot day-to-day issues with computers, phones, printers, networks, and software.
- Track requests from start to finish and escalate complex issues to our Director of Technology or outside vendors when needed.
- Communicate timely updates on reported issues, expected resolution timelines, and completed fixes to keep employees informed, manage expectations, and minimize disruption to their work.
Devices, Access, and Onboarding
- Set up and maintain laptops, monitors, phones, and other equipment for team members.
- Manage user accounts and access, partnering with Human Resources on onboarding and offboarding.
- Maintain an accurate inventory of hardware, software licenses, and equipment.
- Support team members across all FPF systems, helping them use each tool effectively and resolving system issues as they come up.
Facilities and Office Support
- Coordinate office space updates and routine maintenance with vendors and building management.
- Keep conference rooms, workstations, and shared equipment ready for clients and team members.
- Visit each FPF office quarterly to handle on-site technology and facilities needs.
Continuous Improvement
- Document common fixes and build simple how-to guides for the team.
- Share feedback on recurring issues to support the firm’s future technology rollout.
What You Bring
- 1 to 2 years of experience in tech support, help desk, or IT, or a related degree or certificate. Internship experience counts.
- Working knowledge of Windows, Microsoft 365, and common office hardware.
- A patient, service-minded approach and the ability to explain technology in plain language.
- Strong organization and follow-through, with the ability to manage several requests at once.
- Discretion with confidential client and firm information.
- Ability to work 100% in office in Vancouver WA and travel quarterly to Portland OR, Seattle WA, Bellevue WA, and Juneau AK.
- A valid driver’s license.
- CompTIA A+ or similar certification is a plus.
- Alignment with our values and our commitment, as a B Corp, to using business as a force for good.
Who We Are
First Pacific Financial is an independent, B Corporation Certified Registered Investment Advisor headquartered in Vancouver, WA, with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We help clients make better financial decisions and use their wealth as a force for positive change. Our culture is built on belonging, collaboration, and growth, because empowered employees create remarkable client experiences. Make Your World Better.