EP Wealth Advisors

Financial Planning and Analysis

• Client Engagement: Work with advisors on clients with assets under management between $1 million and $2 million to build comprehensive financial plans.
• Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
• Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations.
• Help implement financial strategies and track progress.
• Process Management: Manage and maintain the financial planning process, including reviewing gathered data, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews, and presenting client meetings.
• Team Collaboration: 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 Interns, guiding them in financial planning processes and firm culture.
• Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites.
• 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.
• 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, ensuring they remain efficient and effective.
• Join and actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.

Financial Planning Associate