EP Wealth Advisors Admin, LLC ("EPWA") is a wealth management advisory firm with over $15 Billion in AUM as of December 31, 2021, 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.
EP Wealth Advisors is hiring for a Financial Planning Associate. The Financial Planning Associate works jointly with the advisors in reviewing, analyzing, and delivering financial plans to clients. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
Duties and Responsibilities
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
The job skills required for Financial Planning Associate include Analysis, Accounting, Presentation, Financial services, Initiative,and Life insurance etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Associate. Select any job title you are interested in and start to search job requirements.