Hybrid Financial Planning Associate for HNW Clients
EP Wealth Advisors, Inc
EP Wealth Advisors, Inc. seeks a Financial Planning Associate to work with advisors on clients with $1–2M AUM and above. You will lead detailed financial plans, including tax, retirement, estate strategies, and investment planning, while ensuring accurate data and timely deliverables. The role supports a hybrid schedule across CA/WA locations, with in-office and remote days. Ideal candidates have 0–2 years in financial services and proficiency in planning software. #J-18808-Ljbffr EP Wealth Advisors, Inc
Vacancy posted 8 hours ago
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