Financial Planning Manager - E Lion Lane Suite Salt Lake City, Utah, United States

Description · EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and en ...

Job description

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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 Financial Planning Manager is responsible for managing and developing financial planners within the region, collaborating closely with advisors to create tailored financial plans for high-net-worth clients. This position focuses on overseeing team workflows, training and developing staff, and ensuring the timely delivery of high-quality financial plans. The Financial Planning Manager will work within a regionally-based team to deliver personalized financial services, fostering a collaborative and client-focused culture aligned with the firm's core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection

Roles and Responsibilities:

• Implement an onboarding program for new hires in the region and provide ongoing training for current team members.

• Assist Divisional Leadership with semi-annual and annual reviews of the Financial Planning Representatives, including regular check-ins for mentorship, providing constructive feedback, and supporting professional development. Help team members identify strengths, opportunities for growth, and career development paths.

• Partner with Divisional Leadership to manage team workflows, ensuring timely plan delivery and overseeing planning coverage. This includes coordinating schedules, approving time off, and ensuring client plans are completed on time

• Lead the creation of integrated financial plans for high-net-worth clients (assets $5MM+), including advanced tax planning, estate planning, and more. Provide ongoing support to advisors in presenting complex financial topics, ensuring the firm's value proposition is clearly communicated and well understood

• Continuously improve training materials and processes to ensure team members are equipped with the tools and knowledge to excel in their roles and provide exceptional client service

• Work with advisors to align financial planning strategies with clients' long-term objectives, focusing on improving both the advisor and client experience. Work closely with advisors during prospect meetings to demonstrate the strength and breadth of the firm's financial planning capabilities.

• Stay informed on industry trends, particularly changes in tax laws, to ensure your team's advice remains at the cutting edge

• Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.

• Conduct financial planning seminars for the firm's clients, COI's, and local branches

• Partner with our Advisor Learning and Development team to help train and onboard new partner firms

• Perform other duties as assigned and required.

Qualifications

• Certified Financial Planner designation required, with an additional area of specialty or advanced certification preferred.

• Expertise in financial planning software such as: eMoney or Holistiplan preferred

• 7 plus years of client-facing experience in financial services, including advanced knowledge in tax and estate planning

• 3 plus years of experience in managing and developing a team, with a focus on coaching, mentorship, and resolving personnel matters.

• Exceptional ability to build and maintain relationships with clients, ensuring high levels of satisfaction and retention

• Excellent written and oral communication skills, with the ability to present complex financial concepts to clients and internal teams

• High attention to detail, with an ability to provide accurate, reliable financial advice

• Ability to work independently, make decisions with minimal supervision, and use discretion when dealing with sensitive matters

• Strong problem-solving skills, with a proven track record of identifying potential challenges and developing quick, effective solutions to maintain workflow efficiency and client satisfaction

• Undergraduate degree required; preferably in business related major

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

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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.