Senior Financial Planner — Wealth Strategy & Client Impact
EP Wealth Advisors, LLC
EP Wealth Advisors seeks a Senior Financial Planner to work with advisors in the San Diego region, developing and delivering tailored financial plans for high-net-worth clients. You will manage the planning process, analyze client data, and support relationships with centers of influence. You will lead client engagements, collaborate across teams, and mentor junior planners while staying current on market trends and regulatory changes to keep services competitive. #J-18808-Ljbffr EP Wealth Advisors, LLC
Vacancy posted 1 day ago
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