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Senior Financial Planner - High-Net-Worth Focus & Growth
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-04
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors (EPWA) is seeking an experienced financial planner in Valencia, CA. This role involves leading client financial planning, collaborating with advisors, and creating customized financial strategies.
The ideal candidate will have a Certified Financial Planner designation, strong communication skills, and experience in financial services. EPWA offers competitive benefits including health plans, 401k matching, and generous PTO.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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