EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

Industry: Financial Services
Company Size: 201-500 employees

EP Wealth Advisors

Savvy Admin PROD

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 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.

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

Compensation: base range $85,000 - $115,500 (per year)

**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

- 3 Weeks (PTO)

- Paid Volunteer Time

- 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.

Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)

Bauman Advisory Group is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.  BFG was founded with the goal of assisting our clients in every aspect of their financial lives.  Our services and affiliations include Money Management, Estate Planning, Tax Planning, Long-Term Care, Insurance & Annuities.  We've earned a reputation for excellence in the Las Vegas community.

Industry: Financial Services
Company Size: 2-10 employees

Bauman Wealth Advisors

**Estate Planning Coordinator | Las Vegas (In-Office) **

Most estate planning coordinator jobs sit inside law firms. This one doesn't — and that's the point.

Bauman Wealth Advisors runs estate planning in-house as a core service, not an afterthought. Trusts, wills, powers of attorney, beneficiary designations, titling changes — all handled under one roof alongside investments, tax planning, insurance, and retirement income strategy. Think family-office model, not legal assembly line.

The firm's Estate Planning Specialist needs a coordinator who owns the document workflow to help the practice scale. That person keeps the queue moving, chases what's missing, and makes sure nothing sits unsigned for three weeks because someone forgot to send a form.

**What you'll own: **

- The full document lifecycle behind every estate plan — preparation, tracking, signature status, handoffs to outside counsel and custodians, and completion

- A reliable system for open items across multiple clients, so nothing falls through

- The accuracy standard the firm runs on: right over fast, every time

Estate planning documents are high-stakes. A missed beneficiary designation creates real liability and real client harm. This firm would rather have two clean processors than one fast, error-prone one. If that's how you're wired, keep reading.

**What success looks like in 90 days: ** You own the estate-planning queue end-to-end. The planning team trusts your work on the first pass. Nothing stalls.

**This role is probably not for you if: **

- You want a paralegal career path

- You're looking for a broad office admin — this is estate-planning-specific

- You prioritize speed over accuracy

- You need remote or hybrid — this is in-office in Las Vegas

**What you need: **

- Direct experience with estate-planning documents (trusts, wills, POAs, beneficiary designations, titling) or closely adjacent legal/financial document processing

- A proven accuracy-first work style in detail-intensive environments

- Ability to manage a queue, track status across clients, and chase to completion without hand-holding

**Nice to have: ** Experience in an RIA, trust company, estate planning law office, or title/escrow environment. Familiarity with trust administration workflows or custodial paperwork. Understanding of how estate planning connects to a broader financial plan.

**Compensation: ** $55K–$65K base + bonus, with performance-based increases after 90 days or 6 months. Full-time, in-office (3425 Cliff Shadows Pkwy, Suite 130, Las Vegas).

Bauman Wealth is founder-led, growing, and long-term focused. If you want estate-planning work at a firm that treats it as a core function and you do your best work when accuracy matters more than volume, this seat is worth a conversation.

Legal Assistant

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