Senior Financial Planner

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, 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.

$93,500.00/yr – $/yr

This is a hybrid role in our Headquarters office in Torrance.

• Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans.
• Collect data for financial planning via client questionnaire, clarify and verify client answers, and enter data into the financial planning system.
• Utilize financial planning software to generate financial plans and review with the Financial Advisor.
• Generate specific action plans for clients relative to the specific recommendations made in their financial plan.
• Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues.
• Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.
• Work with Operations and IT to enhance existing software and systems, develop new systems and deploy both.
• Work with Marketing to review and edit written and other material made available to the public.
• Conduct research as required by the Director of Financial Planning.
• Teach the nuances of the firm's culture and sales process as needed in all training sessions.
• Conduct financial planning seminars for the firm's clients, COI's, and local branches.
• Assist the Director in M&A efforts that involve training and integration.
• Assist the Director in training newly hired staff both in the planning department and in the advisor sector.
• Perform other duties as assigned and required.

• CFP Designation required.
• Knowledge of financial planning software such as: eMoney (required);
  Money Guide Pro and holistiplan highly preferred.
• 3‑7 years’ experience in financial services or related field (client‑facing experience a plus).
• Undergraduate degree required; preferably in a business‑related major.
• Strong interest in financial planning and wealth management issues.
• Good interpersonal skills with the ability to work well with others.
• Ability to work independently.
• Strong attention to detail and accuracy.
• Ability to organize and present data.
• Strong computer skills, especially in Excel and/or programming skills a plus.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Parental Leave
• 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

Mid‑Senior level

Full‑time

Finance and Sales

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.