Overview

Equal Path Investments is a flat-fee financial planning firm rooted in Tacoma, Washington. We help intentional professionals design work-optional next chapters through education-first, values-aligned planning. We have strong inbound demand and a growing waitlist, and are scaling thoughtfully to maintain a high-quality client experience.

Opportunity

We’re looking for someone who takes pride in producing accurate, high-quality work and has a natural attention to detail.

You may be a strong fit if you:

  • Take ownership of your work and deliver consistently accurate results
  • Communicate professionally with clients, especially in writing
  • Thrive in a calm, organized environment with clear processes
  • Receive feedback well and apply it without defensiveness
  • Care about financial inclusion and are looking for a long-term professional home

Growth Paths

  • Long-term part-time paraplanner
  • Full-time paraplanner
  • Advisor track over time
  • Leadership opportunities over time

Responsibilities

  • Draft and/or respond to client emails and maintain timely communication
  • Create and edit client-facing financial planning documents
  • Manage account paperwork, transfers, and custodial processes
  • Execute technical tasks: Roth conversions, account setup, money movement
  • Prepare for client meetings including data gathering and plan updates
  • Maintain CRM (Wealthbox) and support onboarding
  • Work with the lead planner and the client services manager in a team of three

Qualifications

Required:

  • Active Series 65 or 66, or CFP® eligible for IAR registration
  • 3+ years of paraplanning or financial planning experience
  • Strong written communication and attention to detail
  • At least some availability during core hours of 9:00 AM to 3:00 PM Pacific

Preferred:

  • CFP® certification or in progress
  • Tax-aware retirement or estate planning experience
  • Experience with Wealthbox, RightCapital, Morningstar, Income Lab, Altruist, etc.

Compensation

$55 to $75+ per hour depending on experience, with room to grow as the role expands. This is a 1099 contractor position starting at approximately 10 hours per week, with flexibility and a clear path toward increased hours and responsibility over time.

Culture

We believe high-quality work requires space, focus, and energy. Health and personal life are foundational, not secondary. We are committed to financial inclusion and serving a diverse range of clients with respect, clarity, and empathy.

Next Steps

Submit your resume and a short Loom video (3 to 5 minutes) addressing:

  • What are you looking for in your next role, and what would make this a great long-term fit?
  • How do you decide when to ask for help versus move forward independently?
  • What environment helps you do your best work?
  • Please include the word “Tacoma” in your video so we know you’ve read the full posting.

About Equal Path Investments

Equal Path Investments is a flat-fee, education-first financial planning firm based in Tacoma, WA, serving clients nationally. We help intentional professionals design work-optional next chapters through joyful, values-aligned planning. We offer both ongoing and project-based planning, with investment management included. No AUM fees, no product sales; just rigorous, client-centered advice.