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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.
Our office in Vancouver, WA 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, Excellence and Community.
Duties and Responsibilities
Qualifications:
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.
Full Time
Investment Management
09/02/2022
11/30/2022
epwealth.com
TORRANCE, CA
50 - 100
2004
Private
PATRICK G GOSHTIGIAN
$10M - $50M
Investment Management
EP Wealth Advisors is an investment manager that provides wealth advisory and financial planning services to individuals.
The job skills required for Senior Financial Planner include Planning, Financial Services, Life Insurance, Integrity, Financial Planning, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Financial Planner positions, which can be used as a reference in future career path planning. As a Senior Financial Planner, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Planner. You can explore the career advancement for a Senior Financial Planner below and select your interested title to get hiring information.