Senior Wealth Planner for High-Net-Worth Clients

EP Wealth Advisors; United States; 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, and Vision Plans

401k Retirement Account with company’s

Life Insurance

Disability Insurance

Flexible Spending Accounts and Health

Employee Financial Education

Educational Expense Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors (EPWA) seeks a Senior Financial Planner to partner with advisors in creating and delivering tailored financial plans for high-net-worth clients. You will drive client engagement, develop comprehensive plans, and help implement strategies.

You will also contribute to team processes, mentor junior staff, and support strategic initiatives while staying current on market trends and legislation affecting wealth management.

Qualifications

• Certified Financial Planner designation.
• 3–7 years of experience in financial services or a related field, focusing on financial planning.
• Proficiency in financial planning software is preferred (e.g., Tamarac, eMoney, Money Guide Pro).
• Strong client relationship and communication skills.

Responsibilities

• Lead client relationship and plan development, working with advisors on complex financial plans.
• Support financial planning team processes, data collection, plan input, scenario generation, and reviews.
• Collaborate across departments to improve workflows and client satisfaction.
• Mentor Financial Planning Associates and Interns, guiding them in planning processes.

Skills

Client relationship

Communication

Teamwork

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) seeks a Senior Financial Planner to partner with advisors in creating and delivering tailored financial plans for high-net-worth clients. You will drive client engagement, develop comprehensive plans, and help implement strategies.

You will also contribute to team processes, mentor junior staff, and support strategic initiatives while staying current on market trends and legislation affecting wealth management.