Senior Financial Planner

EP Wealth Advisors; Torrance (CA); On-site; USD 93,000 - 116,000; Full time

Job summary

A leading wealth management advisory firm in Torrance, CA, is seeking a Senior Financial Planner. The role involves collaborating with advisors to create tailored financial plans for high net worth clients. The ideal candidate will have a CFP certification and experience in financial services. The firm offers a comprehensive benefits package, including paid holidays, flexible schedules, and a 401(k) plan with company match.

Benefits

11 paid holidays plus 2 floating holidays

3 weeks of PTO

Paid Parental Leave

Flexible work schedules

Subsidized health, dental, and vision plans

401(k) with company match

Mental health services

Financial education and educational reimbursement

Charitable donation matching

Team-building activities

Qualifications

• CFP Certification required.
• 3-7 years of experience in financial services.

Responsibilities

• Collaborate with advisors to create customized financial plans.
• Gather data for financial planning through client questionnaires.
• Lead financial planning seminars for clients.

Skills

Interpersonal Skills

Data Organization

Presentation Skills

Education

Bachelor’s Degree

Tools

eMoney

Excel

Job description

Join to apply for the Senior Financial Planner role at EP Wealth Advisors.

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025, serving predominantly 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 and advance in their careers.

Our HQ in Torrance, CA, is hiring for a Senior Financial Planner. In this role, you will collaborate with advisors to create customized financial plans, prepare and review spreadsheets, assist in seminars, support training of advisors, and provide additional support to the Financial Planning Director. Join a team of dynamic, collaborative, and client-focused professionals committed to our core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection.

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 above, involving more complex financial plans.
• Gather data for financial planning through client questionnaires, verify answers, and enter data into the financial planning system.
• Use financial planning software to generate and review financial plans with advisors.
• Create specific action plans based on recommendations in the financial plan.
• Analyze financial and business planning issues by creating and reviewing spreadsheets.
• Assess and upgrade financial planning software to optimize client engagement.
• Collaborate with Operations and IT for system enhancements and new developments.
• Coordinate with Marketing to review and refine client-facing materials.
• Conduct research as needed for the Financial Planning Director.
• Participate in training sessions to teach the firm's culture and sales process.
• Lead financial planning seminars for clients, centers of influence, and local branches.
• Assist in M&A efforts, including staff training and integration.
• Support onboarding and training of new staff in planning and advisory sectors.
• Perform other duties as assigned.

Qualifications

• CFP Certification required.
• Proficiency in financial planning software such as eMoney (required); Money Guide Pro and Holistiplan preferred.
• 3-7 years of experience in financial services or related fields, with client-facing experience a plus.
• Bachelor’s degree, preferably in business or related fields.
• Strong interest in financial planning and wealth management.
• Excellent interpersonal skills and ability to work collaboratively.
• Ability to work independently with attention to detail and accuracy.
• Strong data organization and presentation skills.
• Proficiency in Excel; programming skills are a plus.

What We Offer

We provide a comprehensive benefits package aimed at supporting our employees' health, happiness, and financial well-being, including:

• 11 paid holidays plus 2 floating holidays
• 3 weeks of PTO
• Paid Parental Leave and Volunteer Time
• Flexible work schedules
• Subsidized health, dental, and vision plans
• 401(k) with company match
• Mental health services, life insurance, disability coverage
• FSA and HSA options
• Financial education and educational reimbursement
• Charitable donation matching
• Team-building activities and employee assistance programs

EPWA is an equal opportunity employer. We consider all applicants without discrimination based on race, creed, color, sex, gender, sexual orientation, age, religion, national origin, disability, veteran status, or other protected categories.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales