Financial Planning Associate -Irvine (Hybrid)

Job description

Job DetailsLevel: EntryJob Location: Irvine CA - Irvine, CA 92612Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $70,000.00 - $93,500.00 SalaryTravel Percentage: Up to 25%Job Shift: DayJob Category: Financial PlanningEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, 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. Summary: The Financial Planning Associate works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings. Duties and Responsibilities Client Relationship & Plan Development: $2 million to build comprehensive financial plans. Consult with the Financial Planning Manager for clients with assets of $2 million and more complex financial plans. retirement planning, estate planning, invest...