EP Wealth Advisors
Financial Planning Associate
EP Wealth Advisors, Los Angeles, California, United States, 90079
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Financial Planning Associate
role at
EP Wealth Advisors .
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in assets, serving high‑net‑worth individuals. We foster an inclusive environment that offers opportunities for associates to learn, grow and enhance their skills to take on new challenges and progress in their professional careers.
We are hiring for a Financial Planning Associate for the Greater Los Angeles area. The role works jointly with advisors to review, analyze, and deliver financial plans to clients. You will join a team of dynamic, collaborative, and client‑focused professionals committed to our core values: Integrity, Entrepreneurship, Inclusion, and Connection.
This is a hybrid role (3 days in office) based in either our West Los Angeles or Torrance offices.
Base pay range $70,000.00/yr - $93,500.00/yr
Duties and Responsibilities
Develop customized and comprehensive personal and business financial plans.
Maintain client relations by distributing client questionnaires, collecting data, analyzing, and reviewing with the team to identify key measures within the financial planning system.
Utilize financial planning software to generate plans, run analysis on tax strategies, real estate, charitable planning, and additional areas to supplement financials.
Develop presentation material and review it 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, recommend 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 a focus on consistency, quality, and compliance.
Qualifications
Bachelor’s degree (preferably Business, Economics, Accounting, or Finance related).
Minimum 2 years of financial services 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.
What We Offer
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
401(k) 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
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
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Financial Planning Associate
role at
EP Wealth Advisors .
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in assets, serving high‑net‑worth individuals. We foster an inclusive environment that offers opportunities for associates to learn, grow and enhance their skills to take on new challenges and progress in their professional careers.
We are hiring for a Financial Planning Associate for the Greater Los Angeles area. The role works jointly with advisors to review, analyze, and deliver financial plans to clients. You will join a team of dynamic, collaborative, and client‑focused professionals committed to our core values: Integrity, Entrepreneurship, Inclusion, and Connection.
This is a hybrid role (3 days in office) based in either our West Los Angeles or Torrance offices.
Base pay range $70,000.00/yr - $93,500.00/yr
Duties and Responsibilities
Develop customized and comprehensive personal and business financial plans.
Maintain client relations by distributing client questionnaires, collecting data, analyzing, and reviewing with the team to identify key measures within the financial planning system.
Utilize financial planning software to generate plans, run analysis on tax strategies, real estate, charitable planning, and additional areas to supplement financials.
Develop presentation material and review it 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, recommend 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 a focus on consistency, quality, and compliance.
Qualifications
Bachelor’s degree (preferably Business, Economics, Accounting, or Finance related).
Minimum 2 years of financial services 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.
What We Offer
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
401(k) 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
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
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