EP Wealth Advisors · 1 day ago
Senior Financial Planner
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
$94K/yr - $116K/yr
3+ years expEP Wealth Advisors is a wealth management advisory firm serving high net worth individuals. The Senior Financial Planner will collaborate with advisors to create customized financial plans, conduct seminars, and provide support to the Financial Planning Director.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
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
Qualification
Required
CFP Designation required
Knowledge of financial planning software such as: eMoney (required)
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
Preferred
Money Guide Pro and holistiplan highly preferred
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
Company
EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$500MKey Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown
Leadership Team
C
Christopher Toumajian
Chief Financial Officer
Laura Knolle
Vice President
Recent News
2025-12-18
Los Angeles Business Journal
2025-10-14
Company data provided by crunchbase