Senior Financial Analyst

Position Overview

EP Wealth Advisors (EPWA) is a leading wealth management firm overseeing more than $36.4 billion in assets under management as of June 30, 2025. Serving high‑net‑worth individuals, we foster an inclusive workplace where associates continuously learn, grow, and advance their careers. We are seeking a Senior Financial Analyst to collaborate with advisors in developing tailored comprehensive financial plans, managing and analyzing spreadsheets, handling data entry, and leading client seminars. You will also support advisor training and provide direct assistance to the Financial Planning Director. Compensation: $93,000 - $125,000 plus annual bonus.

Key Responsibilities

• Collaborate with advisors on clients with assets under management of $2 million or more, consulting with the Financial Planning Manager for more complex financial plans.
• Collect and verify data via client questionnaires and enter information into the financial planning system.
• Utilize financial planning software to generate and review financial plans alongside Financial Advisors.
• Generate action plans based on specific financial recommendations.
• Create, review, and enter data into spreadsheets to analyze financial and business planning issues.
• Collaborate with the financial planning team to assess and upgrade existing software solutions.
• Work with Operations, IT, and Marketing departments for software enhancements and public material reviews.
• Conduct research and assist in teaching firm culture and sales processes during training sessions.
• Conduct financial planning seminars for clients, centers of influence, and local branches.
• Assist the Director in M&A efforts, training integration, and onboarding of new staff.
• Perform other duties as assigned.

Required Qualifications

• CFP Designation required
• Extensive knowledge of financial planning software; eMoney is required
• 3-7 years' experience in financial services or related field
• Undergraduate degree required; preferably in a business-related field
• Strong interest in financial planning and wealth management
• Excellent interpersonal skills and the ability to work both independently and as part of a team
• High attention to detail with strong organization and data presentation skills
• Proficiency in Excel with strong computer skills

Preferred Qualifications

• Familiarity with Money Guide Pro and Holistiplan
• Client-facing experience is a plus
• Programming skills are an added advantage

Benefits & Perks

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks of 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 and Educational Expense Reimbursement
• Employee Charitable Donations and Referral Incentives
• Team Building Activities and an Employee Assistance Program