Senior Financial Planner — Regional Wealth Strategy Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans to high-net-worth clients in the San Diego region.
The role emphasizes client relationship building, comprehensive planning across tax, retirement, estate strategies, and investment guidance, while supporting firm-wide process improvements and mentorship within the financial planning team.
We invite applications for the Senior Financial Planner — Regional Wealth Strategy Lead position located in San Diego, CA, United States.
The Senior Financial Planner — Regional Wealth Strategy Lead position in the Finance field is open for applications.
We have an opening for a Senior Financial Planner — Regional Wealth Strategy Lead in San Diego, CA, United States within Finance.
This role, Senior Financial Planner — Regional Wealth Strategy Lead at EP Wealth Advisors, could be your next opportunity.
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