Senior Financial Planner - San Diego (Hybrid)
About The Position
EP Wealth Advisors (EPWA), a wealth management advisory firm serving predominantly high-net-worth individuals, is seeking a Senior Financial Planner to work closely with advisors in the San Diego region. The role creates, updates, analyzes, and delivers tailored financial plans, builds and maintains client relationships, oversees financial planning processes, and contributes to the firm’s service offerings. The position works with clients with at least $2 million in assets under management and consults with the Financial Planning Manager on clients with $5 million or more and more complex plans. The Senior Financial Planner leads customized financial planning across areas such as tax, retirement, estate planning, and investment strategies; reviews and presents plans; helps prepare and implement action plans; and tracks progress. The role also manages planning workflows and deliverables, collaborates on process and system improvements, maintains client documentation and website connections, and helps mentor Financial Planning Associates and interns. The position supports mergers and acquisitions through training and integration, conducts ongoing research, stays current on legislation, evaluates planning software, and contributes to new service offerings. It also leads client seminars and regional events and works with local Centers of Influence to support implementation and client satisfaction. Ongoing professional development includes onboarding, bi-weekly department training, monthly continuing education, and a dedicated professional development hour.
Requirements
- Certified Financial Planner designation.
- 3–7 years of experience in financial services or a related field, focused on financial planning.
- Bachelor’s degree.
- 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 work effectively within a team and demonstrate collaboration and relationship-building skills.
- 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.
- Ability to learn and adapt to new systems and software.
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.
- Interest in pursuing additional financial planning designations or certifications aligned with career goals and the firm’s needs.
Responsibilities
- Work with advisors on clients with assets under management of $2 million or more, and consult the Financial Planning Manager on clients with $5 million or more and more complex plans.
- Create detailed, customized financial plans covering tax, retirement, estate planning, investment strategies, and other client needs.
- Review client data, present financial plans, prepare action plans based on recommendations, assist with implementation, and track progress.
- Manage and streamline Financial Planning team 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 departments to improve systems and workflows, strengthen client satisfaction, and support service excellence.
- Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns in 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 financial planning leadership and the Financial Planning Manager on mergers and acquisitions, 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 informed about legislative changes, such as the SECURE Act 2.0, and educate the firm about potential impacts.
- Evaluate and implement updates to the financial planning tools and software used by the team.
- Lead or participate in developing service offerings for the regional client base.
- Lead client seminars and local events and support meetings to implement client financial strategies.
- Work with local Centers of Influence to implement client action plans and support strong client satisfaction.
Benefits
- 11 paid holidays and 2 floating holidays
- 3 weeks of PTO
- Paid volunteer time
- Paid parental leave
- Flexible work schedule
- Highly subsidized health, dental, and vision plans
- 401(k) retirement account with company match contributions
- Free mental health services
- Life insurance
- Long- and 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
