--- title: 'Senior Financial Planner - San Diego (Hybrid) at EP Wealth Advisors' canonical: 'https://feeny.ai/job/senior-financial-planner-san-diego-hybrid-ep-wealth-advisors-san-diego-wt9t4h9p2q3v' type: 'job' last_seen: '2026-09-13' --- # Senior Financial Planner - San Diego (Hybrid) at EP Wealth Advisors - **Company:** EP Wealth Advisors - **Location:** San Diego, CA - **Compensation:** $85k–$120k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-08-26 - **Last confirmed live:** 2026-09-13 - **Apply:** https://jobs.lever.co/epwealth/029589d5-b5ed-4f08-b5e4-33eea527bc14 ## Job description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, 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 progress in their professional careers. Summary The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings. Duties and Responsibilities Client Relationship & Plan Development - Client Engagement: Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans. - Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more. - Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress ## Team Support & Process Improvement - Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely. - Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence. - Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture. - Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites Strategic Involvement & Support - Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration. - Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date Training & Professional Development - Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour. - Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs. Additional Responsibilities - Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts. - Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective. - Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management. - Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies for clients. - Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction ## Qualifications - Certification: Certified Financial Planner designation. - Experience: 3-7 years of experience in financial services or a related field, focusing on financial planning. - Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares. - Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice. - Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly. - Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills. - Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision. - Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents. - Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow. - Education: Bachelor's degree ## What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. - 11 Paid Holidays + 2 floating holidays - 3 Weeks PTO - Paid Volunteer Time - Paid Parental Leave - Flexible Work Schedule - Highly subsidized Health, Dental, and Vision 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, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. ## About EP Wealth Advisors ## Company Overview - **One-liner**: EP Wealth Advisors is a fee-only independent wealth management firm providing investment management, financial planning, and tax services to individuals, families, and retirement plans. - **Entity Type**: Private (institutional investor: Project EPIC Acquisition LLC ("EPIC") holds a principal stake alongside EPWA Inc. in the parent holding company) - **Headquarters**: Torrance, California, USA - **Founded**: 2004 (through predecessor firm Premier Financial Management; the firm's SEC-registered advisory lineage dates to 1999) - **Founders**: Brian Parker, Derek Holman (co-founders of Premier Financial Management), and Stephanie Enright (veteran advisor whose firm merged with Premier to create EP Wealth Advisors) ## Core Business - **Primary industry**: Financial Services — Wealth Management / Investment Advisory - **Target customers**: High-net-worth individuals, families, and institutional retirement plans (predominantly B2C, with retirement-plan services for employers) - **Mission or purpose statement**: "To understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives... your peace of mind." Internally, the firm describes its mission as "enriching the lives of clients and our team members." ## Products & Services - **Investment Management**: Discretionary and non-discretionary portfolio management, including access to private funds, hedge funds, and alternative investments for qualifying clients. - **Financial Planning**: Comprehensive, individualized wealth planning delivered through a deep bench of CFPs, estate planners, and tax professionals. - **Tax Preparation & Services**: Integrated tax services offered alongside investment and planning work. - **Retirement Plan Advisory Services**: Dedicated advisory offering for employer-sponsored retirement plans (approximately $617M in client assets as of Feb 2025). ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metric**: Assets Under Management — $44.1B (as of 3/31/26 per LinkedIn); $42.2B (per the firm's advisor recruiting page); $35.57B (per SEC Form ADV, Feb 29, 2025). The figures reflect a consistent growth trajectory rather than conflicting reports. - **Notable Investors/Partners**: Project EPIC Acquisition LLC ("EPIC") — principal investor in EP Wealth Advisors Holdings, LLC; EPWA Inc. — co-investor/owner. - **Growth Signals**: 600+ employees; 60+ offices coast-to-coast; named a USA Today Top Workplace for 2025 (first time, based on employee surveys); continued national expansion and advisor recruiting. ## Competitive Advantages - **Independent fiduciary model**: Fee-only structure with no commissions — the model co-founders built specifically to fix what they saw as misaligned incentives at "big brand firms." - **Institutional-grade capabilities at private-client scale**: Clients receive extensive planning and investment services "typically reserved for families of extreme wealth." - **Integrated platform**: Dedicated Financial Planning, Client Service, Portfolio Management, and Operations teams allow advisors to focus on clients rather than administrative work. - **Deep expertise bench**: In-house CFPs, estate planning professionals, tax professionals, and portfolio managers supporting advisors and clients. - **Relationship-driven culture**: Co-founders have been friends since grade school, and the firm's values emphasize long-term client relationships over transactions. ## Strategic Focus - **National expansion**: Building a true coast-to-coast presence through new offices and advisor acquisitions. - **Advisor growth & recruiting**: Actively recruiting planners, junior advisors, and seasoned advisors with books of business, offering industry-leading payouts, lead flow, and partnership paths. - **Talent pipeline development**: The EP Fellowship Program — a 6-month hands-on experience working side-by-side with EP leaders on client-facing programs — is a key channel for developing future leaders. - **Continued AUM growth**: Scaling from $35.6B (Feb 2025) to $44.1B (Mar 2026) demonstrates an aggressive growth agenda. ## Why Work Here - **Recognition**: Named a USA Today Top Workplace for 2025 — the firm's first time on the list, based on anonymous employee feedback. - **Work-life integration**: Hybrid schedules available for certain roles; three weeks of vacation plus paid sick time and 11 paid holidays. - **Benefits package**: Subsidized health insurance for employees and families; fully covered mental health plan, EAP, life insurance, and short/long-term disability; 401K with Safe Harbor contribution; paid parental leave; wellness program reimbursement; paid volunteer time (up to 8 PTO hours) and charitable donation matching. - **Culture**: Client-first mentality is described as "the very reason the firm exists"; values-driven, relationship-focused environment with shared values as the foundation. - **Career development**: Fellowship Program, advisor pairing with large-book mentors, and growth support infrastructure designed to scale with your book of business. - **Security note for applicants**: All legitimate recruiting communication comes from @epwealth.com email addresses; the firm never asks for payment or sensitive financial information during recruiting — useful to know when applying. - **Application portal**: Open roles are posted via [jobs.lever.co/epwealth](https://jobs.lever.co/epwealth). ## Sources 1. [linkedin.com](https://linkedin.com/company/ep-wealth-advisors) 2. [epwealth.com](https://www.epwealth.com/careers) 3. [adviserinfo.sec.gov](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=972648) 4. [epwealth.com](https://www.epwealth.com/our-story) 5. 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