Senior Financial Planner - Irvine (Hybrid)

Job description

Job DetailsLevel: ExperiencedJob Location: Irvine CA - Irvine, CA 92612Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $85,000.00 - $115,500.00 SalaryTravel Percentage: Up to 25%Job Shift: DayJob Category: Financial PlanningEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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 Irvine, CA office 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, Inclusion and Connection. Duties and Responsibilities: Wo...