EP Wealth Advisors · 6 hours ago
Financial Planning Associate
Los Angeles, CA
Full-time
Hybrid
Entry Level
$70K/yr - $94K/yr
2+ years expEP Wealth Advisors is a wealth management advisory firm serving high net worth individuals. The Financial Planning Associate will work with advisors to develop and deliver financial plans, maintain client relations, and collaborate with team members to enhance workflow and generate new business.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
Develop customized and comprehensive personal and business financial plans
Maintain client relations by distribution of client questionnaire, data collection, analysis, and review with team to identify key measures within the financial planning system
Utilize financial planning software to generate financial plans, run analysis on tax strategies, real estate, charitable planning and additional areas to supplement financials
Develop presentation material and review 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, recommendation 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 focus on consistency, quality, and compliance
Qualification
Required
Bachelor's degree (preferably Business, Economics, Accounting or Finance related)
Minimum 2 years of financial service 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
Preferred
Knowledge of financial planning software; eMoney or Money Guide Pro preferred
Benefits
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
401k 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
Company
EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$500MKey Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown
Leadership Team
C
Christopher Toumajian
Chief Financial Officer
Laura Knolle
Vice President
Recent News
Private Banker International
2026-01-07
Investment News
2026-01-06
2025-12-18
Company data provided by crunchbase