Financial Planning Associate — Flexible Schedule & Growth

EP Wealth Advisors, LLC; Phoenix (AZ); On-site; USD 70,000 - 94,000; Full time

Benefits offered by this job

Paid holidays

PTO

Volunteer time

Parental leave

Flexible schedule

Health plan

401k match

Mental health services

Life insurance

Disability coverage

HSAs

Education reimbursement

Charitable donations

Referral incentives

Team building

Employee assistance

Job summary

EP Wealth Advisors, LLC is seeking a Financial Planning Associate to work closely with advisors to develop, update, analyze, and deliver tailored financial plans for regional clients. You will focus on building strong client relationships, managing planning processes, and supporting the firm’s service offerings.

The role emphasizes collaboration, mentorship of interns, and staying current with financial planning tools and regulations.

Qualifications

• CFP designation or coursework toward CFP.
• Series 65 exam within 90 days of joining.
• Bachelor's degree required.

Responsibilities

• Develop detailed financial plans for clients with $1–$2M AUM; consult for larger, complex cases.
• Lead plan creation including tax, retirement, estate, and investments.
• Review data, present findings, and help implement action plans.

Skills

Client relationships

Communication

Independence

Teamwork

Attention to detail

Problem solving

Interpersonal skills

Education

Bachelor's degree

CFP designation or coursework

Series 65 within 90 days

Tools

Zoom

Microsoft Teams

Office Suite

Tamarac

eMoney

Money Guide Pro

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Planner CS

Monday.com

Job description

EP Wealth Advisors, LLC is seeking a Financial Planning Associate to work closely with advisors to develop, update, analyze, and deliver tailored financial plans for regional clients. You will focus on building strong client relationships, managing planning processes, and supporting the firm’s service offerings.

The role emphasizes collaboration, mentorship of interns, and staying current with financial planning tools and regulations.