Senior Financial Planner — Regional Wealth Strategy Lead

EP Wealth Advisors; San Diego (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 Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

Job summary

EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans to high-net-worth clients in the San Diego region.

The role emphasizes client relationship building, comprehensive planning across tax, retirement, estate strategies, and investment guidance, while supporting firm-wide process improvements and mentorship within the financial planning team.

Qualifications

• Certification: Certified Financial Planner designation.

Responsibilities

• Develop and maintain tailored financial plans for clients.
• Lead client meetings to present recommendations and track progress.
• Mentor and support Financial Planning Associates and Interns.
• Collaborate with the team to optimize planning processes and client experience.
• Stay updated on regulatory changes and market trends.

Skills

Client relationships

Communication skills

Independent worker

Attention to detail

Problem solving

Team collaboration

Mentorship

Education

Bachelor's degree

Certified Financial Planner designation

Tools

Zoom

Microsoft Teams

Office Suite

Tamarac

eMoney

MoneyGuide Pro

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Planner CS

Monday.com

Job description

EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans to high-net-worth clients in the San Diego region.

The role emphasizes client relationship building, comprehensive planning across tax, retirement, estate strategies, and investment guidance, while supporting firm-wide process improvements and mentorship within the financial planning team.