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. We primarily serve high-net-worth individuals and foster an inclusive workplace for continuous learning and career advancement. We are currently seeking a Senior Financial Analyst to collaborate with advisors in developing tailored financial plans, managing spreadsheets, assisting with client seminars, supporting advisor training, and aiding the Financial Planning Director. Salary range: $93,000 - $125,000 plus annual bonus.

Key Responsibilities

• Work with advisors on clients with assets under management of $2 million or more and 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 client responses, and input data into the system.
• Utilize financial planning software to generate comprehensive financial plans and review them with Financial Advisors.
• Generate specific action plans based on the recommendations made in clients’ financial plans.
• Create, review, and input data into spreadsheets to analyze financial or business planning issues.
• Collaborate with the financial planning team to assess and upgrade existing software to maximize opportunities with clients.
• Coordinate with Operations, IT, and Marketing departments for software enhancements and material reviews.
• Conduct research as required by the Director of Financial Planning.
• Teach firm culture and the sales process during training sessions.
• Conduct financial planning seminars for clients, centers of influence, and local branches.
• Assist the Director with M&A efforts that involve training and integration.
• Support the training of newly hired staff in both the planning department and the advisor sector.
• Perform other duties as assigned.

Required Qualifications

• CFP Designation required.
• Knowledge of financial planning software such as eMoney (required); familiarity with Money Guide Pro and holistiplan is highly preferred.
• 3-7 years of experience in financial services or a related field.
• Undergraduate degree required; a business-related major is preferred.
• Strong interest in financial planning and wealth management issues.
• Excellent interpersonal skills with an ability to work independently.
• Strong attention to detail with the capability to organize and present data.
• Proficiency with Excel; additional programming skills are a plus.

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
• Employee Team Building Activities and an Employee Assistance Program