Senior Financial Planner - Lead Customized Wealth Plans
ep wealth advisors
EP Wealth Advisors in Irvine seeks a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high‑net‑worth clients. You will develop, analyze and present comprehensive plans and help implement strategies aligned with client goals. This role emphasizes building strong client relationships, leading planning processes, mentoring associates, and collaborating across teams to enhance service offerings. CFP designation and 3–7 years of experience are preferred. #J-18808-Ljbffr ep wealth advisors
Vacancy posted 3 days ago
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