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Senior Financial Planner (S. California PST Time Zone)

3 weeks, 5 days ago
United States
Full-time
Senior
Financial Analyst
Finance and Accounting
Monday.com
Apply Now
EP Wealth

EP Wealth

EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.

Capital Markets
251-1K
Founded 2004
View All Jobs 5

Description

  • Work with advisors on client relationships and financial planning for households with $2 million or more in assets under management.
  • Consult with the Financial Planning Manager on clients with $5 million or more and more complex financial plans.
  • Lead the creation of detailed, customized financial plans covering tax, retirement, estate, and investment strategies.
  • Review client data, present plans to clients, and help prepare and implement action plans based on recommendations.
  • Manage and streamline the financial planning team’s processes, including data collection, plan input, scenario generation, internal reviews, and client presentations.
  • Work with cross-functional teams to improve systems, workflows, and service delivery.
  • Assist in mentoring Financial Planning Associates and Interns on planning processes and firm culture.
  • Organize and maintain client documents and troubleshoot connections for client personal financial websites.
  • Support mergers and acquisitions efforts, including staff training and integration.
  • Stay current on legislation, financial trends, market changes, and planning tool updates, and help educate the firm on impacts.

Requirements

  • Certified Financial Planner (CFP) designation.
  • 3-7 years of experience in financial services or a related field with a focus on financial planning.
  • Bachelor’s degree.
  • Proficiency in financial planning software preferred, including Zoom, Microsoft Teams, Microsoft Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, and Monday.com.
  • Ability to learn and adapt to new systems and software.
  • Strong ability to build and maintain long-term client relationships.
  • Excellent written and verbal communication skills with the ability to explain complex strategies clearly.
  • Ability to work effectively in a team and independently with minimal supervision.
  • Strong attention to detail and problem-solving skills.
  • Interest in pursuing additional financial planning designations or certifications preferred.

Benefits

  • 11 paid holidays plus 2 floating holidays.
  • 3 weeks of PTO.
  • Paid volunteer time and paid parental leave.
  • Flexible work schedule.
  • Highly subsidized health, dental, and vision insurance.
  • 401(k) retirement account with company match.
  • Free mental health services, life insurance, and long- and short-term disability insurance.
  • Flexible spending accounts, health savings accounts, employee educational reimbursement, and employee assistance program.

Interested in this position?

Apply directly on the company website

Apply Now

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