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The Vice President of Planning plays a critical role in preparing and presenting wealth plans as part of the firm's wealth management structure. Working closely within a team, this person is responsible for preparing and delivering financial plans to high-net-worth clients, ensuring compliance with policies and procedures, collaborating with internal teams on client information collection, and assisting in firmwide financial planning initiatives. The ideal candidate should possess strong knowledge in financial planning and a commitment to contributing to the advancement of client goals. 

The Vice President of Planning will contribute to wealth management communications, participate in implementing projects, and enhance the integration of financial planning techniques, software and technologies. This position requires a proactive approach to professional development to consistently improve planning strategies for clients. The successful candidate will be part of a skilled team dedicated to delivering outstanding wealth planning experiences and meeting client objectives.

• Minimum of three to five years of experience in financial planning or related planning field
• Bachelor’s degree in business, finance, or related field (i.e. accounting, finance, law)
• Advanced designation is strongly preferred (CFP®, CPA, JD or related)
• Proficiency with planning software (e.g., MoneyGuidePro, eMoney, Holistiplan) and Microsoft Office Suite
• High standards of professionalism, ethics and integrity
• Strong professional communication skills, both written and verbal
• A highly organized and process-driven approach, with a strong attention to detail
• Outstanding interpersonal communication, collaboration skills, and leadership abilities
• An ability to thrive with change and manage others through change
• Willing and able to travel when needed
• Willing and able to participate in firm photography for marketing purposes

About Ferguson Wellman Capital Management

Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm established in the Pacific Northwest. The firm manages over $8.99 billion for 1026 clients, including individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $4 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million or more (data as of January 1, 2025). We have offices in Portland, Oregon and Bellevue, Washington.

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