Senior Financial Planner - San Diego (Hybrid)

EP Wealth Advisors, LLC; San Diego (CA); Hybrid; 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

401k with company match

Life Insurance & Disability

Job summary

EP Wealth Advisors seeks a Senior Financial Planner to work with advisors in the San Diego region, developing and delivering tailored financial plans for high-net-worth clients. You will manage the planning process, analyze client data, and support relationships with centers of influence.

You will lead client engagements, collaborate across teams, and mentor junior planners while staying current on market trends and regulatory changes to keep services competitive.

Qualifications

• Certified Financial Planner designation required.
• 3-7 years of experience in financial services focusing on financial planning.
• Proficiency with industry standard financial planning software.
• Bachelor's degree required.
• Strong client relationship and communication skills.

Responsibilities

• Collaborate with advisors to create and deliver tailored financial plans for high-net-worth clients.
• Lead planning processes, analyze client data, and present recommendations.
• Mentor Financial Planning Associates and Interns to support team growth.
• Support firm mergers, acquisitions, and service offerings in the region.

Skills

Client relationship management

Communication skills

Financial planning

Analytical skills

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 (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately 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 to progress in their professional careers.

Summary

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings.

Duties and Responsibilities

Client Relationship & Plan Development

• Client Engagement: 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 more complexfinancial plans.
• Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning,retirement planning, estate planning, investment strategies, and more.
• Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plansbased on financial recommendations. Help implement financial strategies and track progress

Team Support & Process Improvement

• Process Management: Manage and streamline the Financial Planning team's processes, including datacollection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure alldeliverables are accurate and timely.
• Team Collaboration: Work with other team members and departments to improve systems, enhanceworkflows, and develop processes that help increase client satisfaction and drive service excellence.
• Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial PlanningAssociates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
• Document Organization: Organize and maintain client documents, ensuring that they are uploaded toappropriate systems and databases. Maintain and troubleshoot connections for client personal financialwebsites

Strategic Involvement & Support

• Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, AssociateDirector of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitionsefforts, including staff training and integration.
• Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date

Training & Professional Development

• Ongoing Training: Participate in continuous professional development, including onboarding, bi-weeklydepartment training, monthly continuing education opportunities, and a dedicated professional developmenthour.
• Certifications & Specializations: Interest in pursuing additional financial planning designations orcertifications that align with your career goals and the firm’s needs.

Additional Responsibilities

• Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firmon potential impacts.
• Software & Process Improvements: Evaluate and implement updates to the financial planning tools andsoftware used by the team, ensuring they remain efficient and effective.
• Service Offering Development: Lead or actively participate in the development of new service offeringstailored to the regional client base, enhancing the firm’s capabilities in wealth management.
• Client & Centers of Influence Engagement: Lead client seminars and local events in the region to buildrelationships and provide educational support. Actively support meetings to implement financial strategies for clients.
• Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plansfor clients, ensuring smooth execution and strong client satisfaction

Qualifications

• Certification: Certified Financial Planner designation.
• Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
• Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams,Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator,Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.
• Client Relationship Skills: Strong ability to build and maintain long-term client relationships and providetailored financial advice.
• Communication Skills: Excellent written and verbal communication skills, with the ability to presentcomplex financial strategies clearly.
• Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration andrelationship-building skills.
• Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimalsupervision.
• Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes anddocuments.
• Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction andsmooth workflow.
• Education: Bachelor's degree

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

$85,000 - $120,000 a year

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.