Senior Financial Planner — Flexible Schedule & Growth

EP Wealth Advisors, LLC; Walnut Creek (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

Health, Dental, Vision plans (subsidy)

401k with company match

Life Insurance & Disability Insurance

Health Savings Accounts

Job summary

EP Wealth Advisors is seeking a Financial Planning professional to engage with high-net-worth clients, partner with advisors to create customized financial plans, and guide implementation and progress tracking.

In this role you will support a collaborative planning team, mentor junior staff, and contribute to process improvements while upholding the firm’s standards and client service excellence.

Qualifications

• Certified Financial Planner designation.
• 3-7 years of experience in financial services or related field focusing on financial planning.
• Proficiency in financial planning software (Zoom, MS Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com).

Responsibilities

• Client engagement: work with advisors on clients with assets under management of $2M+.
• Lead the creation of detailed, customized financial plans including tax, retirement, estate, and investments.
• Review client data, present plans, and help implement strategies and track progress.

Skills

Client relationship skills

Communication skills

Independent worker

Attention to detail

Problem-solving

Team collaboration

Education

Bachelor's degree

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 is seeking a Financial Planning professional to engage with high-net-worth clients, partner with advisors to create customized financial plans, and guide implementation and progress tracking.

In this role you will support a collaborative planning team, mentor junior staff, and contribute to process improvements while upholding the firm’s standards and client service excellence.