Senior Financial Planner - Walnut Creek/Alamo, CA

EP Wealth Advisors; Alamo (CA); Presencial; USD 85.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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.

Descripción de la vacante

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.

Formación

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

Responsabilidades

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

Conocimientos

Client relationship skills

Communication skills

Interpersonal skills

Independent worker

Attention to detail

Problem solving

Educación

Bachelor's degree

Certified Financial Planner designation

Herramientas

Zoom

Microsoft Teams

Office Suite

Tamarac

eMoney

Money Guide Pro

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Planner CS

Monday.com

Descripción del empleo

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 complex financial 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 plans based 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 Planning Associates 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 to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites

Strategic Involvement & Support

• Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisition efforts, 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-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
• Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications 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 firm on potential impacts.
• Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
• Service Offering Development: Lead or actively participate in the development of new service offerings tailored 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 build relationships 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 plans for 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 provide tailored financial advice.
• Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
• Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
• Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
• Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
• Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth 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.

Salary

$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.