Senior Financial Planner
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About The Position
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $28 billion in AUM as of September 30th, 2024, 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 St. George, UT is hiring for a Senior Financial Planner. As a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. 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.
