Senior Financial Planner - Flexible Schedule & Elite Clients

EP Wealth Advisors, LLC; Alamo (CA); On-site; USD 85,000 - 120,000; 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

Comprehensive health plans

401k with company match

Mental health services & life/disabil.

Job summary

EP Wealth Advisors, LLC in California is seeking a Senior Financial Planner to design and deliver tailored financial plans for high-net-worth clients. You will nurture client relationships, oversee planning processes, and contribute to service offerings across the region.

You will collaborate with the Financial Planning team and senior advisors to ensure plans are accurate, timely, and aligned with client goals. A CFP designation and 3–7 years of experience are preferred.

Qualifications

• CFP designation required.
• 3-7 years of experience in financial planning.
• Proficiency with financial planning software and related tools.

Responsibilities

• Develop and deliver tailored financial plans for clients.
• Lead process improvements and support the Planning team.
• Collaborate on mergers/acquisitions and strategic initiatives.

Skills

Client relationship skills

Communication skills

Interpersonal skills

Independent worker

Attention to detail

Problem solving

Education

Bachelor's degree

Certified Financial Planner designation

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 in California is seeking a Senior Financial Planner to design and deliver tailored financial plans for high-net-worth clients. You will nurture client relationships, oversee planning processes, and contribute to service offerings across the region.

You will collaborate with the Financial Planning team and senior advisors to ensure plans are accurate, timely, and aligned with client goals. A CFP designation and 3–7 years of experience are preferred.