Financial Planning Associate - Growth & Client Impact

EP Wealth Advisors, LLC; Redwood City (CA); On-site; USD 70,000 - 94,000; 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

401k with company match

Mental Health services

Life Insurance

Disability Insurance

Flexible Spending Accounts

Education Reimbursement

Charitable Donations

Referral Incentives

Team Building

Assistance Program

Job summary

EP Wealth Advisors in Redwood City, CA, seeks a Financial Planning Associate to work with advisors to create, update, and deliver tailored financial plans for high-net-worth clients. The role focuses on developing client relationships and overseeing planning processes.

You will lead plan creation across tax, retirement, estate planning and investments, review data, present to clients, and help implement strategies.

Qualifications

• CFP designation or coursework toward CFP requirements; Series 65 within 90 days if CFP not held.
• 0-2 years of experience in financial services or related field.
• Ability to learn and adapt to new planning software.

Responsibilities

• Assist advisors in creating, updating and delivering tailored financial plans.
• Lead client engagements and present plans to clients.
• Support process improvement and collaborate with team to enhance workflows.

Skills

Client relationship skills

Communication skills

Independent worker

Attention to detail

Problem-solving

Education

Bachelor’s degree

Tools

Tamarac

eMoney

Money Guide Pro

Planner CS

Zoom

Microsoft Teams

Office Suite

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Monday.com

Job description

EP Wealth Advisors in Redwood City, CA, seeks a Financial Planning Associate to work with advisors to create, update, and deliver tailored financial plans for high-net-worth clients. The role focuses on developing client relationships and overseeing planning processes.

You will lead plan creation across tax, retirement, estate planning and investments, review data, present to clients, and help implement strategies.