Senior Financial Planner

EP Wealth Advisors

Senior Financial Planner at EP Wealth Advisors creating and managing financial plans for high net worth individuals. Fostering strong client relationships while navigating complex financial strategies within a remote, supportive team environment.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $95,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including tax, retirement, and estate planning, while effectively managing client relationships and leading team processes. Proficient in financial planning software and committed to continuous professional development and legislative awareness.

Highest-signal resume keywords

Certified Financial PlannerFinancial Planning Software ProficiencyClient Relationship ManagementTeam CollaborationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Plan CreationTax PlanningRetirement PlanningEstate PlanningInvestment StrategiesData AnalysisProcess ManagementMergers and Acquisitions SupportService Offering DevelopmentLegislative Awareness

Soft Skills

Client EngagementCommunication SkillsInterpersonal SkillsProblem-SolvingIndependent Worker

Tools & Technologies

ZoomMicrosoft TeamsOffice SuiteTamaracEMoneyMoney Guide ProSocial Security AnalyzerAdvisysZilculatorHolistiplan

Certifications & Qualifications

Certified Financial Planner

Industry Keywords

Financial ServicesWealth ManagementClient SatisfactionFinancial TrendsProfessional Development

About the role

Key responsibilities & impact

Client Engagement: 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.
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 streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
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.
Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and 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.
Mergers and Acquisitions 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.
Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date.
Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs.
Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.
Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies for clients.

Requirements

What you’ll need

Certification: Certified Financial Planner designation.
Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning.
Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com).
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
Education: Bachelor's degree

Benefits

Comp & perks

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