EP Wealth Advisors · 7 hours ago

Financial Planning Intern

United States

Internship

Remote

Intern/New Grad

Start in 2025

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Responsibilities

Work on clients with assets under management (AUM) of $500K-$2MM/more straight forward plans

Manage and maintain the EP Financial Planning (FP) process/procedures/deliverables – including reviewing data gathered, inputting FPs, creating assumptions/agenda pages, generating scenarios, internal review with the advisor before client meeting, presenting to clients, preparing action plans and reports, upload appropriate documents to the vault, organizing Egnyte and the vault

Assist clients with setting up PFW, maintaining/troubleshooting connections.

Assisting advisors with action plan implementation including preparing stand-alone analysis on topics such as: tax planning/projections, social security optimization, and property & casualty insurance planning

Conduct analysis of trends and forecasts, recommendation actions for optimization, and perform ongoing research as required by the Director of Financial Planning

Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

Perform other duties as assigned and required

Qualification

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Financial PlanningData AnalysisWealth Management