Financial Planning Associate - Growth, Mentorship & Flexible Schedule

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

Benefits offered by this job

Paid holidays

PTO

Volunteer time

Parental leave

Flexible schedule

Health plans

401k employer match

Life insurance

Disability insurance

HSA/FSA

Educational reimbursement

Employee assistance program

Job summary

EP Wealth Advisors in Alamo, CA is seeking a Financial Planning Associate to work closely with advisors in developing tailored financial plans for clients holding between $1M and $2M in assets under management. You will help create, analyze, and deliver comprehensive planning solutions while supporting senior planners and mentors within the team.

The role emphasizes client relationship development, detailed financial planning processes, and ongoing contributions to service offerings within a

Qualifications

• CFP designation or CFP coursework in progress; Series 65 within 90 days if CFP not held.
• 0-2 years of experience in financial services or related field.
• Proficiency with financial planning software and ability to learn new systems.
• Strong client relationship abilities and ability to provide tailored financial advice.
• Excellent written and verbal communication.
• Team-oriented with ability to collaborate and manage multiple tasks.

Responsibilities

• Client Relationship & Plan Development: Build comprehensive financial plans for clients with $1M-$2M AUM; assist with more complex plans.
• Lead creation of detailed, customized financial plans including tax, retirement, estate, investment strategies.
• Review data, present to clients, and help implement financial strategies and track progress.

Skills

Client relationships

Communication skills

Independent worker

Attention to detail

Problem solving

Interpersonal skills

Education

Bachelor's degree

Tools

Tamarac

eMoney

Money Guide Pro

Zilculator

Holistiplan

Planner CS

Monday.com

Zoom

Microsoft Teams

Office Suite

Job description

EP Wealth Advisors in Alamo, CA is seeking a Financial Planning Associate to work closely with advisors in developing tailored financial plans for clients holding between $1M and $2M in assets under management. You will help create, analyze, and deliver comprehensive planning solutions while supporting senior planners and mentors within the team.

The role emphasizes client relationship development, detailed financial planning processes, and ongoing contributions to service offerings within a