Senior Financial Planner at EP Wealth Advisors, LLC

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Full Time

Start Date

Immediate

Expiry Date

03 Apr, 26

Salary

115500.0

Posted On

03 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CFP Designation, Financial Planning Software, eMoney, Money Guide Pro, Holistiplan, Client Facing Experience, Data Entry, Spreadsheet Analysis, Interpersonal Skills, Attention to Detail, Organizational Skills, Excel Skills, Programming Skills, Research Skills, Training Skills, Seminar Conducting

Industry

Financial Services

Description

Job Details Position Type: Full Time Salary Range: $85,000.00 - $115,500.00 Salary Job Category: Financial Planning EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. EP Wealth Advisors is hiring for a Senior Financial Planner. As a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. Candidates MUST reside in the Pacific Time Zone to be considered Salary range: $93,500 - $115,500 plus annual bonus Duties and Responsibilities Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans Collect data for financial planning via client questionnaire, clarify and verify client answers to questions and enter data into financial planning system. Utilize financial planning software to generate financial plans and review with Financial Advisor. Generate specific action plans for clients relative to the specific recommendations made in their financial plan. Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues. Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients. Work with Operations and IT department for enhancement of existing software and systems, development of new systems and deployment of both. Work with Marketing department to review and edit written and other material made available to the public. Conduct research as required by the Director of Financial Planning. Teach the nuances of the firm's culture and sales process as needed in all training sessions. Conduct financial planning seminars for the firm's clients, COI's, and local branches Assist the Director in M&A efforts that involve training and integration Assist the Director in training of newly hired staff both in the planning department and in the advisor sector Perform other duties as assigned and required. Qualifications CFP Designation required Knowledge of financial planning software such as: eMoney (required); Money Guide Pro and holistiplan highly preferred 3-7 years' experience in financial services or related field (client facing experience a plus) Undergraduate degree required; preferably in business related major Strong interest in financial planning and wealth management issues Good interpersonal skills with the ability to work well with others Ability to work independently Strong attention to detail and accuracy Ability to organize and present data Strong computer skills, especially in Excel and/or programming skills a plus. What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 floating holidays 3 Weeks (PTO) Paid Parental Leave Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Responsibilities

As a Senior Financial Planner, you will work with advisors to create customized financial plans and provide support to the Financial Planning Director. You will also conduct seminars and assist in training newly hired staff.