Financial Planning Associate

ep wealth advisors; Torrance (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Health/Dental/Vision plans (subsidized

401k with company match

Mental Health services

Flexible Spending Accounts / HealthSav

Educational reimbursement

Job summary

EP Wealth Advisors in Torrance, CA seeks an detail‑oriented Financial Planning Associate to develop tailored financial plans for high‑net‑worth clients and assist in strategy, tax, retirement, and estate planning.

You will support the planning process, mentor interns, and work with a team to improve workflows and client satisfaction while staying current on industry changes.

Qualifications

• Certified Financial Planner designation or coursework in progress toward meeting the CFP experience requirement. If CFP not held, Series 65 within 90 days of joining.
• 0–2 years of experience in financial services or a related field.
• Proficiency in financial planning software and ability to learn new systems.
• Strong client relationship, communication, and analytical skills.
• Bachelor’s degree required.

Responsibilities

• Client Relationship & Plan Development: Engage clients with assets $1M–$2M to build detailed financial plans.
• Team Support & Process Improvement: Maintain planning processes, data, assumptions, and deliverables with accuracy.
• Strategic Involvement & Support: Assist with mergers & acquisitions and monitor financial trends for competitive offerings.
• Training & Professional Development: Participate in ongoing training and department education opportunities.
• Additional Responsibilities: Stay updated on legislation (e.g., SECURE Act 2.0) and improve tools and processes.

Education

Bachelor’s degree

CFP coursework / CFP in progress

Tools

Zoom

Microsoft Teams

Office Suite

Tamarac

eMoney

MoneyGuidePro

PlannerCS

Monday.com

Job description

Overview

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, 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.

Responsibilities

• Client Relationship & Plan Development
  • Client Engagement: Work with advisors on clients with assets under management between $1 million and $2 million to build comprehensive financial plans. Consult with the Financial Planning Manager for clients with assets of $2 million and more complex financial plans.
  • Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
  • Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress.
• Team Support & Process Improvement
  • Process Management: Manage and maintain the financial planning process, including reviewing gathered data, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
  • Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
  • Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Interns, guiding them in financial planning processes and firm culture.
  • Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites.
• Strategic Involvement & Support
  • Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisition efforts, including staff training and integration.
  • Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date.
• Training & Professional Development
  • Ongoing Training: Participate in continuous professional development, including onboarding, bi‑weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
• Additional Responsibilities
  • Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
  • Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
  • Service Offering Development: Join and actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.

Qualifications

• Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP. If not holding the CFP designation, Series 65 exam completion within 90 days of joining the firm.
• Experience: 0‑2 years of experience in financial services or a related field.
• Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, HolistiPlan, Planner CS, Monday.com). Ability to learn and adapt to new systems and software.
• Client Relationship Skills: Strong ability to build and maintain long‑term client relationships and provide tailored financial advice.
• Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
• Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship‑building skills.
• Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
• Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
• Problem‑Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
• Education: Bachelor’s degree.

Benefits

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• 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

Equal Opportunity Employer

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.