Senior Financial Planner

Job not on LinkedIn

November 15

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $85k - $115.5k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Apply Now

Receive Emails with Similar Jobs

EP Wealth Advisors

WebsiteLinkedInAll Job Openings

Finance • B2C

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.

201 - 500 employees

💸 Finance

👥 B2C

📋 Description

• 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 • Collect data for financial planning via client questionnaire, clarify and verify client answers to questions and enter data into financial planning system. • Utilize financial planning software to generate financial plans and review with Financial Advisor. • Generate specific action plans for clients relative to the specific recommendations made in their financial plan. • Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues. • Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients. • Work with Operations and IT department for enhancement of existing software and systems, development of new systems and deployment of both. • Work with Marketing department to review and edit written and other material made available to the public. • Conduct research as required by the Director of Financial Planning. • Teach the nuances of the firm's culture and sales process as needed in all training sessions. • Conduct financial planning seminars for the firm's clients, COI's, and local branches • Assist the Director in M&A efforts that involve training and integration • Assist the Director in training of newly hired staff both in the planning department and in the advisor sector • Perform other duties as assigned and required.

🎯 Requirements

• CFP Designation required • Knowledge of financial planning software such as: eMoney (required); Money Guide Pro and holistiplan highly preferred • 3-7 years' experience in financial services or related field (client facing experience a plus) • Undergraduate degree required; preferably in business related major • Strong interest in financial planning and wealth management issues • Good interpersonal skills with the ability to work well with others • Ability to work independently • Strong attention to detail and accuracy • Ability to organize and present data • Strong computer skills, especially in Excel and/or programming skills a plus.

🏖️ Benefits

• 11 Paid Holidays + 2 floating holidays • 3 Weeks (PTO) • Paid Parental Leave • Paid Volunteer Time • 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