Financial Planning Associate Flexible Schedule and Growth
ep wealth advisors
EP Wealth Advisors is seeking a Financial Planning Associate to collaborate with advisors on tailored plans for clients with $1–2M AUM. This role focuses on creating, reviewing, and implementing comprehensive financial plans involving tax, retirement, and estate considerations. You will support the planning process, mentor interns, and contribute to building scalable client services. A bachelor's degree and CFP coursework are expected, with Series 65 within 90 days if not yet completed. #J-18808-Ljbffr ep wealth advisors
Vacancy posted 4 days ago
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