Senior Financial Planner — Wealth Strategy & Client Impact
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
EP Wealth Advisors seeks a Senior Financial Planner to work with advisors in the San Diego region, developing and delivering tailored financial plans for high-net-worth clients. You will manage the planning process, analyze client data, and support relationships with centers of influence.
You will lead client engagements, collaborate across teams, and mentor junior planners while staying current on market trends and regulatory changes to keep services competitive.
Are you ready to take on the Senior Financial Planner — Wealth Strategy & Client Impact role at EP Wealth Advisors, LLC?
We would love to welcome a new Senior Financial Planner — Wealth Strategy & Client Impact to our organisation in San Diego, CA, United States.
For the Senior Financial Planner — Wealth Strategy & Client Impact position at EP Wealth Advisors, LLC, we are reviewing applications now.
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