Financial Planning Associate - Flexible Schedule & Clients

EP Wealth Advisors is seeking a Financial Planning Associate in Irvine, California. This role requires strong client relationship skills and the ability to create tailored financial plans. Ideal candidates have a Bachelor's degree, relevant financial services experience, and proficiency in financial planning software. The position offers a competitive salary range of $70,000 to $93,500, along with comprehensive benefits including paid holidays, PTO, flexible scheduling, and health plans.
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