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Cepa Jobs in California (NOW HIRING)

Mega Cloud Lab

EHS Project Manager

Fremont, CA · On-site

... CEPA, Reg 851/90). • Excellent executive communication and stakeholder management skills; confident presenter to VP, C-suite, and Board-level audiences. • PMP certification or equivalent (PRINCE2 ...

CYNET SYSTEMS

EHS Project Manager

Fremont, CA · On-site

$85 - $90/hr

Deep knowledge of EHS regulatory frameworks applicable to US and Canadian operations including EPA, OSHA, RCRA, TSCA, ISO 14001/45001, Canada's CEPA, and Reg 851/90. * Strong verbal and written ...

AssetMark

Senior Financial Planner

Concord, CA · Hybrid

$150K - $180K/yr

Active CFP (Certified Financial Planner) and additional designation (Ex, CEPA, RICP, CDFA, EA, CAP, other) * Minimum 7+ years of financial planning experience with HNW individuals * Bachelor's degree ...

All JobsCepa JobsCepa Jobs in California

Cepa information

See California salary details

$10.9K

$43.9K

How much do cepa jobs pay per year?

As of Aug 25, 2026, the average yearly pay for cepa in California is $41,696.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $42,900.00 per year, depending on experience, location, and employer.

What is a CEPA?

CEPA stands for Certified Exit Planning Advisor. CEPA professionals are advisors who specialize in helping business owners prepare for and execute the transition or sale of their business. They are trained to guide owners through the complex process of exit planning, including financial, operational, and emotional aspects. CEPA professionals often collaborate with a team of experts such as accountants, attorneys, and financial planners to ensure a successful exit strategy tailored to the owner's goals.

What are the main challenges someone might face when starting as a CEPA, and how can they overcome them?

New CEPAs often face the challenge of building trust with business owners and other professionals involved in exit planning, as this field relies heavily on relationships and reputation. Additionally, navigating the complexities of coordinating legal, financial, and operational aspects of exit strategies requires strong project management and communication skills. To overcome these challenges, it is helpful to actively network with other advisors, seek mentorship from experienced CEPAs, and stay current with industry best practices and regulatory changes.

What are the key skills and qualifications needed to thrive as a CEPA, and why are they important?

To thrive as a Certified Exit Planning Advisor (CEPA), you need expertise in business valuation, financial planning, and succession strategies, typically supported by the CEPA certification and relevant professional experience. Familiarity with exit planning software, financial analysis tools, and CRM systems is often required. Strong interpersonal skills, strategic thinking, and effective communication help advisors build trust and guide business owners through complex transitions. These competencies ensure successful exit outcomes and help clients achieve their personal and financial goals.

What is the difference between Cepa vs Data Analyst?

AspectCepaData Analyst
Required CredentialsTypically requires certifications in project management or industry-specific trainingOften requires a bachelor's degree in statistics, computer science, or related fields; certifications like CAP or Microsoft Data Analyst are common
Work EnvironmentPrimarily in manufacturing, industrial, or technical settingsPrimarily in office environments, working with data and software tools
Employer & Industry UsageUsed in industries like manufacturing, engineering, and technical servicesUsed across finance, marketing, healthcare, and technology sectors
Common Search & ComparisonOften compared with roles like Data Analyst due to overlapping skills in data handling and reporting

While Cepa and Data Analyst roles share some data-related skills, Cepa is more industry-specific, focusing on technical and manufacturing environments, whereas Data Analysts work across various sectors analyzing data to inform business decisions.

What are popular job titles related to Cepa jobs in California?

For Cepa jobs in California, the most frequently searched job titles are:

What job categories do people searching Cepa jobs in California look for?

The top searched job categories for Cepa jobs in California are:

Cepa jobs near you
Infographic showing various Cepa job openings in California as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 73% Physical, 23% Hybrid, and 4% Remote job distribution, with an average salary of $41,696 per year, or $20 per hour.

Senior Wealth Planning Strategist

San Francisco, CA

First Citizens Bank

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about First Citizens Bankexternal

$170K - $225K/yr

Full-time

Re-posted 7 days ago

Job description

Overview
This position leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within the department by facilitating education on wealth planning topics and tools. Identifies revenue-generating opportunities for existing and prospective clients. Serves as the primary expert on highly complex issues and strategies, providing leadership and coaching for less experienced associates in the department.
Responsibilities & Qualifications
Duties & Responsibilities:
Wealth Planning - Leads the design and presentation of wealth planning recommendations to clients and prospects. Discovers potential revenue-generating opportunities related to the client's planning process. Manages wealth planning workflow process. Monitors and disseminates best practices for wealth planning associates. May participate in department or Bank client events to build relationships and identify opportunities.
Business Strategy - Creates and drives a client-centered, advice-based planning culture. Assists with the implementation of Wealth Management planning strategy both within the department and Bank-wide.
Analysis - Analyzes the financial situation of high net worth clients and prospects. Identifies potential gaps and risks in their current wealth management strategies, taking into account legal, tax, and investment goals or limitations.
Business Support - Initiates and leads education and development events for internal partners. Provides guidance or coaching on wealth planning topics and tools for less experienced associates in the work group. Partners with and mentors less experienced associates in creating a client's wealth plan. May assist management with special projects. Develops relationships with centers of influence in the bank community.
Subject Matter Expertise - Develops superuser expertise and knowledge of software utilized to develop client plans including but not limited to MoneyGuidePro and eMoney. Serves as an expert resource to coach and train to the program's usage, illustrate capabilities live to clients or an audience (internal or external), answer questions, troubleshoot issues and manipulate the tool to create custom plans. Also develops substantive knowledge of highly complex areas of planning (tax, business owner advisory, asset protection, estate and charitable planning, retirement and investments) - serves as a bank thought leadership for these areas and continues to maintain and grow knowledge base through continuing education and the acquisition of related designations.
Position Specific Skills:
Ability to navigate financial planning software
Ability to develop rapport and trusted relationship with clients
Ability to educate and persuade clients to take planning action
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 8 years' experience OR High School Diploma or GED/Equivalent and 12 years' experience in Wealth Management including financial planning
Preferred Education:Bachelor's Degree and Graduate/Professional Degree
Preferred Area of Study:Financial Planning or Trust Management
Preferred Area of Experience:Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning
Required Licenses or Certifications: Certified Financial Planner ("CFP"), Juris Doctor ("JD"), or Certified Public Accountant ("CPA") designation - IO
Preferred Licenses or Certifications:Master of Laws ("LLM" or "LLB") designation - IO;Certified Exit Planning Advisor ("CEPA" or "CExP") designation - IO
Additional Information

Bachelor's Degree and 8 years of experience in Wealth Management including financial planning OR High School Diploma or GED and 12 years of experience in Wealth Management including financial planning

Preferred Education: Bachelor's Degree and Graduate/Professional Degree

Preferred Area of Study: Financial Planning or Trust Management

Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning

Required License or Certification Type: Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation 

Preferred Designation: Master of Laws (LLM or LLB), Certified Exit Planning Advisor (CEPA or CExP) designation

Preferred Skill(s): Ability to navigate financial planning software, Ability to develop rapport and trusted relationship with clients, Ability to educate and persuade clients to take planning action

The base pay for this position is generally between $170,000 and $225,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 8 years of experience in Wealth Management including financial planning OR High School Diploma or GED and 12 years of experience in Wealth Management including financial planning

Preferred Education: Bachelor's Degree and Graduate/Professional Degree

Preferred Area of Study: Financial Planning or Trust Management

Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning

Required License or Certification Type: Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation 

Preferred Designation: Master of Laws (LLM or LLB), Certified Exit Planning Advisor (CEPA or CExP) designation

Preferred Skill(s): Ability to navigate financial planning software, Ability to develop rapport and trusted relationship with clients, Ability to educate and persuade clients to take planning action

The base pay for this position is generally between $170,000 and $225,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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