Senior Financial Planner - Phoenix

EP Wealth Advisors•Phoenix, AZ

10d•$85,000 - $120,000

About The Position

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients in the region. The role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings. The planner works with clients with at least $2 million in assets under management and consults the Financial Planning Manager on clients with $5 million or more and more complex plans. The role also supports process improvement, team development, mergers and acquisitions, ongoing financial research, professional development, and the development of new regional service offerings. It includes staying current on legislative changes and planning tools, leading client seminars and local events, and collaborating with local Centers of Influence to help implement client action plans.

Requirements

Certified Financial Planner designation.
3–7 years of experience in financial services or a related field, focused on financial planning.
Bachelor’s degree.
Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Excellent written and verbal communication skills, including the ability to clearly present complex financial strategies.
Ability to collaborate effectively and build relationships within a team.
Ability to work independently and manage multiple tasks and deadlines with minimal supervision.
Strong attention to detail and accuracy in financial planning processes and documents.
Ability to address challenges quickly and effectively to support client satisfaction and smooth workflows.
Interest in pursuing additional financial planning designations or certifications aligned with career goals and the firm’s needs.

Nice To Haves

Proficiency in financial planning software is preferred, including tools such as Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, and Monday.com.
Ability to learn and adapt to new systems and software.

Responsibilities

Work with advisors on clients with assets under management of $2 million or more, consulting the Financial Planning Manager on clients with $5 million or more and more complex plans.
Lead the creation of customized financial plans covering areas such as tax, retirement, estate, and investment planning.
Review client data, present plans to clients, prepare action plans based on recommendations, help implement financial strategies, and track progress.
Manage and streamline financial planning processes, including data collection, plan input, scenario generation, internal reviews, and client meeting presentations; ensure deliverables are accurate and timely.
Collaborate with team members and other departments to improve systems and workflows and enhance client satisfaction and service excellence.
Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns on planning processes and firm culture.
Organize and maintain client documents in appropriate systems and databases, and 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 on mergers and acquisitions efforts, including staff training and integration.
Research financial trends, optimization opportunities, and market changes to keep the firm’s offerings competitive and current.
Participate in ongoing professional development, including onboarding, bi-weekly department training, monthly continuing education, and a dedicated professional development hour.
Stay current on legislative changes, such as SECURE Act 2.0, and educate the firm about potential impacts.
Evaluate and implement updates to financial planning tools and software.
Lead or participate in developing service offerings tailored to the regional client base.
Lead client seminars and local events, support meetings to implement client financial strategies, and work with local Centers of Influence to execute client action plans.