Senior Financial Planner: Wealth Strategy & Client Seminars
EP Wealth Advisors
A wealth management advisory firm in Irvine, CA seeks a Senior Financial Planner to create comprehensive financial plans, support training, and conduct seminars. Candidates need a CFP designation, experience with financial planning software like eMoney, and a degree in a business-related field. The firm offers competitive benefits including paid holidays, flexible work schedules, and comprehensive health plans. Join a team committed to integrity and client-focused solutions. #J-18808-Ljbffr
Vacancy posted 4 days ago
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