Financial Planning Intern

EP Wealth Advisors, LLC•Valencia, CA

18h•$25 - $25

About The Position

EP Wealth Advisors, LLC ("EPWA") is a wealth management advisory firm with over $42.2 billion as of December 31, 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. Your Opportunity As an intern at EP Wealth Advisors, you will gain hands-on experience in the financial planning industry. This internship offers mentorship, career development opportunities, and practical exposure to various financial topics such as credit score/reporting, budgeting, emergency funds, and understanding financial documents (paystubs, tax returns, debt statements, employee benefits, etc.). You will also be part of an intern group, where you will collaborate with fellow interns, share experiences, and develop skills together in a dynamic team environment. In addition to gaining industry experience, you will receive personalized support for career growth, including resume reviews, cover letter guidance, mock interviews, and the opportunity to present a research project. These services will not only prepare you for the next steps in your professional journey but also give you the chance to apply your learning in a meaningful way. You will also have the opportunity to network with senior leaders and professionals across the firm, gaining insights into different career paths within financial planning and wealth management. You will work alongside a team of dedicated, client-focused professionals, including the Financial Planning Manager, Financial Planning Associate Director, and Financial Planning Director. You will collaborate on reviewing, analyzing, and delivering financial plans to clients while aligning with our core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection.

Requirements

Educational Requirements: Near completion of a Bachelor's degree.
General interest in financial planning and wealth management.
Interest in the Certified Financial Planner designation ideally demonstrated by your coursework.
Currently enrolled in a BA/BS program; preference given to rising juniors and seniors
Excellent written and verbal communication skills
Strong client‑service orientation and interpersonal skills
Ability to maintain strict confidentiality and handle sensitive information appropriately
High level of accuracy and strong attention to detail
Ability to manage multiple responsibilities and meet competing deadlines
Professional demeanor and strong sense of accountability

Responsibilities

Client Work: Work on straightforward financial plans for clients with assets under management ranging from $1MM to $2MM.
Manage and maintain the EP Financial Planning process, including reviewing client data, inputting financial plans, and creating assumptions/agenda pages.
Assist in generating scenarios and conducting internal reviews with the Financial Planning team and advisors before client meetings.
Prepare action plans, reports, and upload relevant documents to the vault.
Organize files in Egnyte and on clients' Personal Financial Websites.
Assist clients with setting up and maintaining Personal Financial Websites, troubleshooting connection issues.
Support advisors in implementing action plans, including analyzing tax planning projections, social security optimization, and property & casualty insurance reviews.
Analysis and Research: Conduct analysis of financial trends and forecasts, making recommendations for optimization.
Perform ongoing research as required by the Director of Financial Planning.
Present a Research Project: As part of the internship, you will research a relevant financial planning topic, prepare your findings, and present your project to the team. This project will provide you with the opportunity to deepen your understanding of a particular area in financial planning, as well as practice presenting and defending your research.
Administrative Support: Adhere to company policies, ensuring consistency, quality, and compliance in all tasks.
Attend Wealth Management Services and Financial Planning meetings and meet with different departments to gain insights into various fields and build your professional network.
Miscellaneous: Perform additional duties as assigned by the Financial Planning Manager and team members.

Benefits

Financial Planning Knowledge: A deeper understanding of the financial planning process.
eMoney certification and training.
Increased financial literacy, including skills for reading and interpreting financial documents like pay stubs, tax returns, and insurance statements.
Career Development: Personalized resume reviews and cover letter guidance to help you craft professional documents for future job applications.
Mock interviews to prepare you for real-world job interviews, boosting your confidence and interview skills.
Research Project: The opportunity to research a relevant financial planning topic and present your findings to the team, enhancing your research and presentation skills.
Software and Tools: Experience with industry software, including Zoom, Salesforce, MyComplianceOffice, Microsoft Teams/Office Suite, eMoney, and Monday.com.
Networking Opportunities: Access to networking opportunities with senior professionals, industry leaders, and cross-functional teams within the firm.
Exposure to various career paths in financial planning, wealth management, and other departments within the firm.
Career Insights: A better understanding of the roles of financial planners and advisors, as well as various career path opportunities within the firm.
Active Participation in Training Training Resources: Access to training materials via Seismic/Lessonly and recorded sessions.
Weekly check-ins with the Financial Planning Manager for ongoing support and feedback.