Financial Planning Manager

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31st, 2024, 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. EPWA is hiring for a Financial Planning Manager. 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. This role REQUIRES working East Coast Hours Salary Range: $115,500 - $137,500 plus annul bonus Roles and Responsibilities:

• 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.
• 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.
• Monitor team performance to ensure adherence to department standards and timelines, addressing any performance issues in collaboration with leadership and implementing Performance Improvement Plans (PIPs) where necessary. Continue to develop internal process materials for training purposes
• 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.
• 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.
• Review the work of other team members as needed to ensure quality of work presented to clients
• Collect data for financial planning via client questionnaire, clarify and verify client answers to questions and enter data into financial planning system.
• Generate specific action plans for clients relative to the specific recommendations made in their financial plan.
• 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.
• Stay informed on industry trends, particularly changes in tax laws, to ensure your team’s advice remains at the cutting edge.
• Conduct financial planning seminars for the firm’s clients, COI’s, and local branches

Qualifications

• Certified Financial Planner (CFP) designation required, with an additional area of specialty or advanced certification preferred.
• Proven experience in managing and developing a team, with a focus on coaching, mentorship, and resolving personnel issues.
• Proficiency with eMoney required; Holistiplan, Money Guide Pro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Planner CS highly desired.
• Minimum of 5-10 years of client-facing experience in financial services, including advanced knowledge in tax and estate planning. Undergraduate degree required; preferably in business related major
• 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.
• 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.

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 Parental Leave
• 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
• Complimentary Food and Snacks

#LI-PN1 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. Apply Job!