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Senior Financial Planner Salt Lake City, Boise. Las Vegas

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 to serve clients with $2 million or more in assets under management and consult on more complex plans for clients with $5 million or more.
  • Create detailed, customized financial plans covering tax, retirement, estate, investment, and related planning areas.
  • Review client data, present plans to clients, prepare action steps, and help implement recommended financial strategies.
  • Manage and streamline the financial planning team’s workflows, including data collection, plan input, scenario generation, internal reviews, and client presentations.
  • Work with cross-functional teams to improve systems, enhance workflows, and strengthen client satisfaction and service quality.
  • Support and mentor Financial Planning Associates and Interns on planning processes and firm culture.
  • Organize and maintain client documents and manage troubleshooting for client personal financial websites and related systems.
  • Support mergers and acquisitions efforts, including staff training and integration.
  • Research financial trends, market changes, and optimization opportunities to keep offerings current and competitive.
  • Lead client seminars, local events, and center-of-influence meetings to support client education and implementation of financial strategies.

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 is preferred, including Zoom, Microsoft Teams, 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.
  • 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 is 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 plans.
  • 401(k) retirement account with company match contributions.
  • Free mental health services, life insurance, and long-term and short-term disability insurance.
  • Flexible spending accounts, health savings accounts, employee financial education, tuition reimbursement, and an employee assistance program.

Interested in this position?

Apply directly on the company website

Apply Now

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