Senior Financial Planner - Wealth Strategy Lead

EP Wealth Advisors, LLC; Phoenix (AZ); On-site; 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

Mental Health services

Life Insurance

Disability Insurance

FSA/HSA

Job summary

EP Wealth Advisors is seeking a Senior Financial Planner to collaborate with advisors in delivering tailored financial plans for high-net-worth clients in the Phoenix region. The role emphasizes building lasting client relationships, overseeing planning processes, and contributing to the firm’s service offerings while mentoring associates and supporting firm initiatives.

Requires CFP designation, 3–7 years in financial planning, and strong communication and analytical skills.

Qualifications

• CFP designation.
• 3–7 years of experience in financial services or a related field, focusing on financial planning.
• Proficiency in financial planning software is preferred.

Responsibilities

• Engage with clients and advisors to develop detailed, customized financial plans including tax, retirement, and estate planning.
• Review client data, present findings, and help implement financial strategies.
• Support process improvements and mentor associates in financial planning workflows.

Skills

Client relationships

Communication

Independent worker

Attention to detail

Problem-solving

Team collaboration

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 is seeking a Senior Financial Planner to collaborate with advisors in delivering tailored financial plans for high-net-worth clients in the Phoenix region. The role emphasizes building lasting client relationships, overseeing planning processes, and contributing to the firm’s service offerings while mentoring associates and supporting firm initiatives.

Requires CFP designation, 3–7 years in financial planning, and strong communication and analytical skills.