Senior Financial Planner — Wealth Strategy & Client Impact

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

Health, Dental, Vision Plans

401k with company match

Life Insurance & Disability

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client relationship management

Communication skills

Financial planning

Analytical skills

Educación

Bachelor's degree

Certified Financial Planner designation

Herramientas

Zoom

Microsoft Teams

Office Suite

Tamarac

eMoney

MoneyGuide Pro

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Planner CS

Monday.com

Descripción del empleo

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.