Financial Planning Associate

EP Wealth Advisors•Brighton, MI

49d•Hybrid

About The Position

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. Our office in Brighton, MI is hiring for a Financial Planning Associate. The Financial Planning Associate works jointly with the advisors in reviewing, analyzing, and delivering financial plans to clients. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. This is a hybrid role in our Brighton location

Requirements

Bachelor's degree (preferably Business, Economics, Accounting or Finance related)
Minimum 2 years of financial service related experience
CFP designation or coursework in progress
Knowledge of financial planning software; eMoney or Money Guide Pro preferred
Strong interpersonal skills, productive working within a team structure
Technical and analytical experience in measuring data
Excellent written and verbal communication, and presentation skills
Ability to organize and prioritize workflow and assignments in a deadline oriented environment.
Demonstrates attention to detail and accuracy
Ability to work independently and exercise discretion without immediate supervision at all times.
Proficient in Microsoft Office and CRM software

Responsibilities

Develop customized and comprehensive personal and business financial plans
Maintain client relations by distribution of client questionnaire, data collection, analysis, and review with team to identify key measures within the financial planning system
Utilize financial planning software to generate financial plans, run analysis on tax strategies, real estate, charitable planning and additional areas to supplement financials
Develop presentation material and review with advisor teams
Establish and develop relationships with clients by participating in meetings guiding goal setting strategies
Present action plans for clients relative to the specific recommendations made in their financial plan
Optimize department practices and implement strategies to determine changes and upgrades necessary to maximize opportunities with clients and potential clients
Collaborate with other team members and departments to enhance systems and develop processes that increase workflow and generate new business
Conduct analysis of trends and forecasts, recommendation actions for optimization, and perform ongoing research as required by the Director of Financial Planning
Proactively engage in firm wide initiatives developing services and building firm relationships
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

Benefits

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