Senior Financial Planner

Job Details Level: Experienced Job Location: Valencia, CA 91355 Position Type: Full Time Education Level: 4 Year Degree Salary Range: $95,000 – $135,000 Travel Percentage: Up to 25% Job Shift: Day EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow, and enhance their skills to take on new challenges to progress in their professional careers. Duties and Responsibilities Client Relationship & Plan Development Work with advisors on clients with assets under management of $2million or more. Consult with the Financial Planning Manager for clients with assets of $5million and more complex financial plans. Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more. Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress. Team Support & Process Improvement Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence. Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns. Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Strategic Involvement & Support Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration. Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date. Training & Professional Development Participate in continuous professional development, including onboarding, bi‑weekly department training, monthly continuing education opportunities, and a dedicated professional development hour. Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs. Additional Responsibilities Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts. Evaluate and implement updates to the financial planning tools and software used by the team. Lead or actively participate in the development of new service offerings tailored to the regional client base. Lead client seminars and local events in the region to build relationships and provide educational support. Work with local Centers of Influence to implement action plans for clients. Qualifications Certified Financial Planner designation. 3–7 years of experience in financial services or a related field, focusing on financial planning. Proficiency in financial planning software (e.g., Zoom, Microsoft Teams, OfficeSuite, Tamarac, eMoney, MoneyGuidePro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, PlannerCS, Monday.com). Strong ability to build and maintain long‑term client relationships. Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly. Ability to work effectively within a team, demonstrating collaboration and relationship‑building skills. Ability to work independently, manage multiple tasks and deadlines with minimal supervision. Strong attention to detail, ensuring accuracy in all financial planning processes and documents. Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow. Bachelor’s degree. Compensation Base range $95,000 – $135,000 per year. What We Offer 11 Paid Holidays 3 Weeks PTO Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short‑Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. #J-18808-Ljbffr EP Wealth Advisors