Financial Planning Associate
Not Disclosed•Full-TimeOn-site
location_onIron Horse Trail, Walnut Creek, Contra Costa County, California, 94596, United States
About EP Wealth Advisors
EP Wealth Advisors is a premier wealth management firm managing over $42.2 billion in assets as of December 31, 2025. We serve a predominantly high-net-worth client base, fostering an inclusive environment where associates are empowered to learn, grow, and take on new challenges to advance their professional careers.
About the Role
The Financial Planning Associate is a pivotal partner to our advisors, dedicated to creating, updating, analyzing, and delivering tailored financial plans for clients within the region. This role is designed for individuals eager to develop strong client relationships while mastering the intricacies of financial planning processes.
In this position, you will work closely with advisors to build comprehensive financial plans for clients with assets between $1 million and $2 million, consulting with senior management for more complex portfolios. Your day-to-day involves leading the creation of detailed strategies covering tax, retirement, estate planning, and investment management. You will review client data, present recommendations, and assist in implementing action plans to track progress.
Beyond client work, you will play a key role in process improvement and team support. You will manage the end-to-end financial planning workflow, ensuring accuracy and timeliness in all deliverables. This includes collaborating with various departments to enhance systems and workflows, as well as assisting the Financial Planning Manager in mentoring interns and guiding them in our firm's culture. You will also contribute to strategic initiatives, including mergers and acquisitions support, ongoing market research, and the development of new service offerings tailored to our regional client base.
Hiring Process
Candidates selected for an interview will engage in a structured process designed to assess both technical capability and cultural fit. This typically includes an initial screening, followed by deeper discussions regarding financial planning expertise and scenario-based problem solving. The final stage involves meeting with the team to ensure alignment with our collaborative and client-focused values.
Equal Opportunity Employer
EPWA is an equal opportunity employer. We consider qualified applicants without discrimination based on race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. We are committed to building a diverse workforce that reflects the communities we serve.
Work location
Work model: On-site
Iron Horse Trail, Walnut Creek, Contra Costa County, California, 94596, United States
Walnut Creek, California
Key Responsibilities
- check_circleCollaborate with team members to improve workflows and enhance client service excellence
- check_circleParticipate in the development of new service offerings tailored to the regional client base
- check_circleMentor financial planning interns on processes and firm culture under manager guidance
- check_circleResearch financial trends and market changes to keep firm offerings competitive and up-to-date
- check_circleStay updated on legislative changes and educate the firm on potential impacts to operations
- check_circleReview client data and present financial recommendations to support strategy implementation
- check_circleEvaluate and implement updates to financial planning tools to ensure team efficiency
- check_circleCreate detailed, customized financial plans including tax, retirement, and estate planning
- check_circleManage financial planning processes, data input, and scenario generation to ensure accuracy
- check_circleOrganize and maintain client documents while troubleshooting personal financial website connections
Requirements
- verifiedBachelor's degree
- verified0-2 years of experience in financial services or related field
- verifiedCertified Financial Planner designation or coursework in progress
- verifiedSeries 65 exam completion within 90 days if not holding CFP
- verifiedProficiency in financial planning software (e.g., Tamarac, eMoney, Money Guide Pro)
Nice to Have
Proficiency in financial planning software (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com).
Benefits & Perks
check_circle11 Paid Holidays plus 2 floating holidayscheck_circle3 Weeks Paid Time Off (PTO)check_circlePaid Volunteer Timecheck_circlePaid Parental Leavecheck_circleFlexible Work Schedulecheck_circleHighly subsidized Health, Dental, and Vision Planscheck_circle401k Retirement Account with company match contributionscheck_circleFree Mental Health services, Life Insurance, Long & Short-Term Disability Insurancecheck_circleFlexible Spending Accounts and Health Savings Accountscheck_circleEmployee Educational Expense Reimbursement
Similar Job Opportunities
Skills, education and keywords
Skills: Certified Financial Planner, Series 65, Zoom, Microsoft Teams, Office Suite, Tamarac, Emoney, Money Guide Pro, Social Security Analyzer, Advisys.
Education: Bachelor's degree required.
Frequently asked questions about Financial Planning Associate at EP Wealth Advisors
What does a Financial Planning Associate at EP Wealth Advisors do?expand_more
Day-to-day, the Financial Planning Associate at EP Wealth Advisors will collaborate with team members to improve workflows and enhance client service excellence; participate in the development of new service offerings tailored to the regional client base; mentor financial planning interns on processes and firm culture under manager guidance; and research financial trends and market changes to keep firm offerings competitive and up-to-date.
What are the requirements for this Financial Planning Associate role?expand_more
To qualify for the Financial Planning Associate at EP Wealth Advisors position, applicants should have: Bachelor's degree; 0-2 years of experience in financial services or related field; Certified Financial Planner designation or coursework in progress; Series 65 exam completion within 90 days if not holding CFP; and Proficiency in financial planning software (e.g., Tamarac, eMoney, Money Guide Pro).
Where is the Financial Planning Associate role at EP Wealth Advisors located?expand_more
Financial Planning Associate at EP Wealth Advisors is based in Iron Horse Trail, Walnut Creek, Contra Costa County, California, 94596, United States. This is a on-site role.
Is this Financial Planning Associate job remote, hybrid, or on-site?expand_more
EP Wealth Advisors has listed this Financial Planning Associate role as on-site.
How much experience is required for this Financial Planning Associate role?expand_more
Financial Planning Associate at EP Wealth Advisors typically requires 0–2 years of relevant experience at the entry level level.
What skills do you need for the Financial Planning Associate role at EP Wealth Advisors?expand_more
Key skills for Financial Planning Associate at EP Wealth Advisors include Certified Financial Planner; Series 65; Zoom; Microsoft Teams; Office Suite; Tamarac; Emoney; and Money Guide Pro.
What education is required for Financial Planning Associate at EP Wealth Advisors?expand_more
Educational requirements for this role: Bachelor's degree required.
What category does the Financial Planning Associate role belong to?expand_more
Financial Planning Associate at EP Wealth Advisors is part of the accounting & finance job category on Recrutus.
About EP Wealth Advisors
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $44.1 billion in client assets under management (as of 3/31/26). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Browse more roles: All EP Wealth Advisors jobs, accounting & finance jobs on Recrutus.