Senior Financial Planner

🕒 July 14

🇺🇸 United States – Remote

💵 $95k - $120k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 1%

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EP Wealth Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

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.

📋 Description

• Client Engagement: 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. • Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more. • Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress. • Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely. • Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence. • Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture. • Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites. • Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration. • Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date. • Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour. • Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs. • Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts. • Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective. • Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management. • Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies for clients.

🎯 Requirements

• Certification: Certified Financial Planner designation. • Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning. • Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com). • Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice. • Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly. • Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills. • Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision. • Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents. • Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow. • Education: Bachelor's degree

🏖️ Benefits

• 11 Paid Holidays • 3 Weeks (PTO) • 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