EP
Senior Financial Planner - San Diego (Hybrid)
San Diego, San Diego County
On-site
Full-time
$85K – $120K USD
3 days ago- Employment type
- Full-time · On-site
- Posted
- November 11, 2026
- Salary range
- $85,000–$120,000 USD per year
Hiring confidence: Some gaps · 67/100
Some signals are missing from this posting. It may well be genuine, but it is worth confirming the role is still open before you invest time in applying. How this is scored
Job Overview
This is only part of this posting — the job board it came from publishes a short summary. Read the full posting.
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 t…
This role is based in San Diego, San Diego County. EP Wealth Advisors is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.
About the Company
EP
EP Wealth Advisors
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