Senior Wealth Planner & Strategy Lead

EP Wealth Advisors, Inc. seeks an experienced Senior Financial Planner to work with advisors in creating, updating and delivering tailored financial plans for clients with assets under management of $2 million and above in the Irvine region.You will lead plan development, review data, and present recommendations while supporting the Financial Planning Manager and mentoring Associates. The role emphasizes relationship-building, financial planning leadership, and ongoing process improvements#J-18808-Ljbffr