Financial Planning Manager - Utah, Idaho, Nevada

About the role

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 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. This position focuses on overseeing team workflows, training and developing staff, and ensuring the timely delivery of high-quality financial plans.

Responsibilities

• Leadership & Team Development
  • Partner with the Regional Director and Associate Director of Financial Planning to manage team workflows, ensuring timely plan delivery and overseeing planning coverage, including coordinating schedules and approving time off.
  • Implement an onboarding program for new hires in the region and provide ongoing training for current team members, including regular check-ins to assess progress.
  • Conduct performance reviews, provide constructive feedback, and support professional development, helping team members identify strengths and career growth opportunities.
  • Continuously improve training materials and processes to equip team members with tools and knowledge for exceptional client service.
• Client Services & Financial Planning
  • Lead the creation of integrated financial plans for high-net-worth clients (assets $5MM+), including advanced tax planning and estate planning.
  • Provide ongoing support to advisors in presenting complex financial topics and ensuring the firm’s value proposition is clearly communicated.
  • Ensure a consistent, high-quality financial planning experience across all locations and client interactions.
  • Stay informed on industry trends, particularly changes in tax laws, to keep the team’s advice cutting-edge.
  • Collaborate with advisors to align financial planning strategies with clients’ long-term objectives and participate in prospect meetings to demonstrate the firm’s capabilities.
• Process & Systems Improvement
  • Contribute to continuous improvements in internal processes and systems to increase team efficiency and enhance client satisfaction.
  • Stay updated on industry trends, including changes in tax laws and retirement planning strategies, and educate the team on their implications.
  • Work with senior leadership to implement new processes across the team, ensuring smooth transitions and alignment with firm practices.
• Performance Reviews & Career Development
  • Conduct semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates, providing constructive feedback and setting development goals.
  • Collaborate with the Regional Director and Managing Director to discuss salary increases and performance bonuses based on feedback and team involvement.
  • Work with team members to identify growth opportunities, strengths, and areas for improvement, providing ongoing career coaching.
  • Monitor team performance to ensure adherence to department standards and timelines, addressing performance issues with leadership and implementing Performance Improvement Plans (PIPs) where necessary.
• Hiring & Recruiting
  • Participate in interviews for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern positions.
  • Oversee and enhance the use of Tableau and other tools to manage team capacity and ensure efficient resource use.
• Additional Responsibilities
  • Stay updated on legislative changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
  • Evaluate and implement updates to financial planning tools and software to ensure efficiency and effectiveness.
  • Lead the development of new service offerings tailored to the regional client base, enhancing the firm’s wealth management capabilities.
  • Lead client seminars and local events to build relationships and provide educational support.
  • Collaborate with local Centers of Influence to implement action plans for clients, ensuring strong client satisfaction.

Requirements

• Certification: Certified Financial Planner designation required; additional area of specialty or advanced certification preferred.
• Experience: Minimum of 7+ years of client-facing experience in financial services, including advanced knowledge in tax and estate planning.
• Leadership Skills: Proven experience in managing and developing a team, with a focus on coaching, mentorship, and resolving personnel issues.
• Technical Proficiency: Expertise in financial planning software such as Zoom, PractiFi, MyComplianceOffice, Microsoft Teams/Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Holistiplan, Planner CS, and Monday.com.
• Client-Focused: Exceptional ability to build and maintain relationships with clients, ensuring high levels of satisfaction and retention.
• Communication: Excellent written and oral communication skills, with the ability to present complex financial concepts to clients and internal teams.
• Detail-Oriented: High attention to detail, with an ability to provide accurate, reliable financial advice.
• Independent & Discretionary: Ability to work independently, make decisions with minimal supervision, and use discretion when dealing with sensitive matters.
• Problem-Solving: Strong problem-solving skills, with a proven track record of identifying challenges and developing effective solutions to maintain workflow efficiency and client satisfaction.
• Education: Undergraduate degree required.

Benefits

• 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

$124,000 - $146,000 a year