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© All Rights Reserved. ApplyBlast.com
EP Wealth Advisors
The Senior Financial Planner collaborates with advisors to create and deliver tailored financial plans for high net worth clients, focusing on relationship building and strategic financial guidance. This role involves managing planning processes, supporting team development, and contributing to the firm's service offerings and mergers and acquisitions efforts. The position requires a Certified Financial Planner with 3-7 years of experience to drive client satisfaction and operational excellence.
Headquarters
Torrance, California, United States
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EP Wealth Advisors.
31% below the average for this role