Senior Financial Analyst

Position Overview

EP Wealth Advisors (EPWA) is a leading wealth management firm currently overseeing more than $36.4 billion in assets under management. We primarily serve high‐net‐worth individuals and foster an inclusive workplace that values continuous learning and career advancement. We are seeking a Senior Financial Analyst to collaborate with advisors in developing tailored, comprehensive financial plans, managing spreadsheets, handling data entry, and leading client seminars while supporting advisor training and the Financial Planning Director. Compensation: $93,000 - $125,000 plus annual bonus.

Key Responsibilities

• Work with advisors on clients with assets under management of $2 million or more; consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans.
• Collect data for financial planning via client questionnaires, verify responses, and enter data into the financial planning system.
• Utilize financial planning software to generate financial plans and review them with Financial Advisors.
• Generate specific action plans based on recommendations made in financial plans.
• Create, review, and enter data into spreadsheets to analyze financial planning and/or business planning issues.
• Collaborate with the financial planning team to assess and enhance existing software tools.
• Coordinate with Operations and IT for system enhancements, new system development, and deployment.
• Work with the Marketing department to review and edit public-facing materials.
• Conduct research as required by the Director of Financial Planning.
• Teach the firm’s culture and sales process in training sessions.
• Conduct financial planning seminars for clients, centers of influence (COI's), and local branches.
• Assist the Director in M&A efforts including training and integration.
• Help train newly hired staff in both the planning department and advisor sector.
• Perform other duties as assigned.

Required Qualifications

• CFP Designation required.
• Proficiency with financial planning software such as eMoney (required); familiarity with Money Guide Pro and Holistiplan is highly preferred.
• 3-7 years’ experience in financial services or a related field (client-facing experience is a plus).
• Undergraduate degree required; preferably in a business-related major.
• Strong interest in financial planning and wealth management.
• Excellent interpersonal skills and the ability to work collaboratively.
• Ability to work independently with strong attention to detail and accuracy.
• Capable of organizing and presenting data effectively.
• Strong computer skills, particularly in Excel; programming skills are an asset.

Benefits & Perks

• 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