Senior Financial Planner: Wealth Planning & Strategy

EP Wealth Advisors, LLC; California, Northern (MO, KY); 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

Highly subsidized Health, Dental, and

Life Insurance

Long & Short-Term Disability Insurance

401k Retirement Account with company

Flexible Spending Accounts and Health

Health Savings Accounts

Employee Financial Education

Educational Expense Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Employee Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors—EPWA—is seeking a Senior Financial Planner to collaborate with advisors in developing tailored financial plans for high-net-worth clients in the region. You will lead planning efforts, analyze client data, and present actionable strategies to help clients achieve financial goals.

You will mentor associates, improve planning workflows, and participate in professional development while staying current on industry legislation and market trends.

Qualifications

• Certified Financial Planner designation required.
• Bachelor's degree required.
• 3–7 years of experience in financial services or a related field focusing on financial planning.

Responsibilities

• Client Relationship & Plan Development: engage with clients with $2M+ AUM; assist in creating, reviewing, and implementing detailed financial plans.
• Team Support & Process Improvement: streamline planning processes, ensure accuracy, and collaborate across departments.
• Strategic Involvement & Support: support M&A efforts and ongoing market analysis to keep offerings competitive.
• Training & Professional Development: participate in ongoing training and pursue relevant designations.
• Additional Responsibilities: stay updated on legislation and drive service offering development.

Skills

Client Relationship Skills

Communication Skills

Interpersonal Skills

Independent Worker

Attention to Detail

Problem-Solving

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—EPWA—is seeking a Senior Financial Planner to collaborate with advisors in developing tailored financial plans for high-net-worth clients in the region. You will lead planning efforts, analyze client data, and present actionable strategies to help clients achieve financial goals.

You will mentor associates, improve planning workflows, and participate in professional development while staying current on industry legislation and market trends.