Financial Planning Intern

Job Description

About EP Wealth Advisors, LLC

EP Wealth Advisors, LLC (“EPWA”) is a premier wealth management advisory firm, managing over $42.2 billion as of December 31, 2025. We primarily serve high net worth individuals, fostering an inclusive environment that empowers our associates to learn, grow, and enhance their skills, enabling them to embrace new challenges and advance their professional careers.

Your Opportunity as a Financial Planning Intern

As an intern at EP Wealth Advisors, you will embark on a hands-on journey within the dynamic financial planning industry. This internship is designed to provide comprehensive mentorship, invaluable career development opportunities, and practical exposure to a wide array of financial topics. You will delve into critical areas such as credit score and reporting, effective budgeting, the importance of emergency funds, and gaining a deep understanding of various financial documents, including paystubs, tax returns, debt statements, and employee benefits.

You will be an integral part of an intern group, collaborating with peers, sharing experiences, and collectively enhancing your skills in a vibrant team environment. Beyond gaining significant industry experience, you will receive personalized support tailored for your career growth. This includes expert resume reviews, targeted cover letter guidance, realistic mock interviews, and the unique opportunity to present a substantial research project. These services are meticulously crafted to prepare you for the next steps in your professional journey, allowing you to apply your learning in a truly meaningful way. Furthermore, you will have extensive opportunities to network with senior leaders and seasoned professionals across the firm, gaining profound insights into diverse career paths within financial planning and wealth management.

You will work closely alongside a dedicated team of client-focused professionals, including the Financial Planning Manager, Financial Planning Associate Director, and Financial Planning Director. Together, you will collaborate on the essential tasks of reviewing, analyzing, and delivering sophisticated financial plans to clients, all while upholding our core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection.

What You’ll Do as a Financial Planning Intern

Client Work:

• Contribute to the development of straightforward financial plans for clients with assets under management ranging from $1MM to $2MM.
• Manage and maintain the EP Financial Planning process, which includes meticulously reviewing client data, accurately inputting financial plans, and creating comprehensive assumptions/agenda pages.
• Assist in generating various financial scenarios and conducting thorough internal reviews with the Financial Planning team and advisors prior to client meetings.
• Prepare detailed action plans and reports, and ensure the secure upload of relevant documents to the client vault.
• Organize and manage files effectively in Egnyte and on clients’ Personal Financial Websites.
• Provide support to clients in setting up and maintaining their Personal Financial Websites, including troubleshooting any connection issues.
• Assist advisors in the implementation of action plans, which involves analyzing tax planning projections, optimizing social security strategies, and reviewing property & casualty insurance.

Analysis and Research:

• Conduct in-depth analysis of financial trends and forecasts, providing well-researched recommendations for optimization.
• Perform ongoing research as specifically required by the Director of Financial Planning.
• Present a Research Project: As a cornerstone of this internship, you will research a relevant financial planning topic, meticulously prepare your findings, and present your project to the team. This endeavor will provide you with an unparalleled opportunity to deepen your understanding of a particular area in financial planning, while also honing your presentation and defense skills.

Administrative Support:

• Adhere strictly to company policies, ensuring unwavering consistency, quality, and compliance in all tasks performed.
• Attend crucial Wealth Management Services and Financial Planning meetings, and meet with various departments to gain invaluable insights into diverse fields and to actively build your professional network.

Miscellaneous:

• Perform additional duties as assigned by the Financial Planning Manager and other team members, demonstrating flexibility and a proactive attitude.

What You’ll Gain

This internship is structured to offer several pivotal learning opportunities and benefits:

Financial Planning Knowledge:

• A profound understanding of the end-to-end financial planning process.
• eMoney certification and specialized training.
• Enhanced financial literacy, including expert skills for reading and interpreting complex financial documents such as pay stubs, tax returns, and insurance statements.

Career Development:

• Personalized resume reviews and bespoke cover letter guidance to help you craft professional documents for future job applications.
• Realistic mock interviews designed to prepare you for real-world job interviews, significantly boosting your confidence and interview skills.

Research Project:

• The distinguished opportunity to research a relevant financial planning topic and present your findings to the team, significantly enhancing your research and presentation capabilities.

Software and Tools:

• Hands-on experience with industry-leading software and tools, including Zoom, Salesforce, MyComplianceOffice, Microsoft Teams/Office Suite, eMoney, and Monday.com.

Networking Opportunities:

• Exclusive access to networking opportunities with senior professionals, esteemed industry leaders, and cross-functional teams within the firm.
• Exposure to a myriad of career paths within financial planning, wealth management, and other vital departments within the firm.

Career Insights:

• A clearer and more comprehensive understanding of the distinct roles of financial planners and advisors, as well as various compelling career path opportunities within EP Wealth Advisors.

Active Participation in Training

Training Resources:

• Unrestricted access to comprehensive training materials via Seismic/Lessonly and a library of recorded sessions.
• Regular weekly check-ins with the Financial Planning Manager for continuous support and constructive feedback.

What You’ll Have (Qualifications)

We are actively seeking candidates who meet the following qualifications:

Educational Requirements:

• Near completion of a Bachelor’s degree.
• A genuine interest in financial planning and wealth management.
• Demonstrated interest in pursuing the Certified Financial Planner (CFP) designation, ideally evidenced by relevant coursework.

Qualifications:

• Currently enrolled in a BA/BS program; preference will be given to rising juniors and seniors.
• Exceptional written and verbal communication skills.
• A strong client-service orientation and outstanding interpersonal skills.
• The ability to maintain strict confidentiality and handle sensitive information with the utmost appropriateness.
• A high level of accuracy and meticulous attention to detail.
• Proven ability to manage multiple responsibilities effectively and meet competing deadlines consistently.
• A professional demeanor and a strong sense of accountability in all tasks.