Financial Planning Manager - San Diego, CA (Hybrid)

About the role

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. 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.

Responsibilities

• Team Support & Workflow Management: Partner with the Regional Director and Associate Director of Financial Planning 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.

• Training Program Development: Implement an onboarding program for new hires in the region and provide ongoing training for current team members. Regularly check in with new hires to assess progress and ensure consistent training.

• Performance Review & Mentorship: Conduct performance reviews for the team, 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.

• Complex Planning Expertise: Stay informed on industry trends, particularly changes in tax laws, to ensure your team’s advice remains at the cutting edge. Collaborate with advisors to align financial planning strategies with clients’ long-term objectives, focusing on improving both the advisor and client experience.

• Process & Systems Improvement: Contribute to continuous improvements in internal processes and systems to increase team efficiency and enhance client satisfaction.

• Client Services & Financial Planning: 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.

• Hiring & Recruiting: Participate in interviews for the Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern positions. Team Capacity Management: Oversee and continue to enhance the use of Tableau and other tools to manage team capacity, ensuring efficient use of resources.

• 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 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.

• Career Pathing & Mentorship: Work with team members to identify growth opportunities, strengths, and areas for improvement, providing ongoing career coaching to support professional development.

Qualifications

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

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

• Proven experience in managing and developing a team, with a focus on coaching, mentorship, and resolving personnel issues.

• Expertise in financial planning softwares such as: Zoom, PractiFi, MyComplianceOffice, Microsoft Teams/Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Holistiplan, Planner CS, Monday.com

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

• Strong 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.

Benefits

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 + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• 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

Pay

Our base pay range is 105,000.00 - 146,000.00 (per year)

Schedule

Flexible Work Schedule

Company Information

EP Wealth Advisors (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.