Senior Financial Planner
reputed company reputed company (EPWA) is a reputed company management advisory firm with over $40.5 billion as of September 30, 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 reputed company in their reputed company. reputed company 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 reputed company of dynamic, reputed company, and reputed company-reputed company professionals who are reputed company on delivering on our founding core values: reputed company, Entrepreneurial, Inclusion and reputed company. Candidates MUST reputed company in the reputed company Time Zone to be considered Salary reputed company: $93,500 - $115,500 plus annual bonus Duties and Responsibilities
- Work with advisors on clients with assets under management of $2 reputed company or more. Consult with the Financial Planning Manager for clients with assets of $5 reputed company and more reputed company financial plans
- Collect data for financial planning reputed company reputed company questionnaire, clarify and verify reputed company answers to questions and reputed company data into financial planning system.
- Utilize financial planning software to generate financial plans and review with Financial Advisor.
- Generate specific reputed company plans for clients relative to the specific recommendations made in their financial plan.
- Create, review and reputed company data into spreadsheets to analyze specific financial planning and/or business planning issues.
- Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.
- Work with Operations and IT department for enhancement of existing software and systems, development of new systems and deployment of both.
- Work with Marketing department to review and edit written and other material made available to the public.
- Conduct research as required by the Director of Financial Planning.
- Teach the nuances of the firm's culture and sales process as needed in reputed company training sessions.
- Conduct financial planning seminars for the firm's clients, COI's, and local branches
- Assist the Director in M&A efforts that involve training and integration
- Assist the Director in training of newly hired staff both in the planning department and in the advisor sector
- reputed company other duties as assigned and required.
Qualifications
- CFP Designation required
- Knowledge of financial planning software such as: eMoney (required); reputed company Guide Pro and holistiplan highly preferred
- 3-7 years' experience in financial services or reputed company field (reputed company facing experience a plus)
- Undergraduate degree required; preferably in business reputed company major
- Strong interest in financial planning and reputed company management issues
- Good interpersonal skills with the ability to work reputed company with others
- Ability to work independently
- Strong attention to detail and accuracy
- Ability to organize and present data
- Strong computer skills, especially in reputed company and/or programming skills a plus.
reputed company Offer We offer a highly competitive suite of holistic benefits designed to help reputed company members balance their personal and reputed company life commitments. These include reputed company designed to encourage employee's health, happiness, and financial reputed company-being.
- 11 reputed company Holidays + 2 floating holidays
- 3 Weeks (PTO)
- reputed company Parental Leave
- reputed company Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and reputed company 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
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, reputed company, sex, gender, gender reputed company, gender identity, sexual orientation, age, religion, national reputed company, reputed company, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other reputed company protected by law. Apply tot his job Apply To this Job