More jobs:
Senior Wealth Planner & Strategy Lead
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-07-16
Listing for:
EP Wealth Advisors, Inc
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors, Inc. seeks an experienced Senior Financial Planner to work with advisors in creating, updating and delivering tailored financial plans for clients with assets under management of $2 million and above in the Irvine region.
You will lead plan development, review data, and present recommendations while supporting the Financial Planning Manager and mentoring Associates. The role emphasizes relationship-building, financial planning leadership, and ongoing process improvements
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×