Financial Planning Manager

ep wealth advisors; San Diego (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

FSAs/HSAs

Educational Reimbursement

Employee Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors seeks a Financial Planning Manager to lead and develop a regional financial planning team, delivering tailored wealth plans for high-net-worth clients. You will oversee workflows, training, and performance reviews while collaborating with advisors to ensure exceptional client service and timely plan delivery.

Responsibilities include optimizing processes, staying current on tax and estate planning trends, and driving enhancements to planning tools and workflows to elevate the

Qualifications

• CFP 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, MoneyGuidePro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Holistiplan, Planner CS, Monday.com

Responsibilities

• Lead the Financial Planning team by developing workflows and ensuring timely plan delivery.
• Train and mentor staff; conduct performance reviews and provide growth paths.
• Collaborate with Advisors to deliver integrated wealth plans for high-net-worth clients.
• Oversee process improvements and tool adoption to enhance efficiency and client service.

Skills

CFP certification

Leadership

Client relations

Communication

Detail-oriented

Problem solving

Independence

Education

Undergraduate degree

Tools

Zoom

PractiFi

MyComplianceOffice

MS Office Suite

Tamarac

eMoney

MoneyGuidePro

Social Security Analyzer

Advisys

MBS Highway

Zilculator

Holistiplan

Planner CS

Monday.com

Job description

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. 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

Leadership & Team Development

• 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.
• Ongoing Development: 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

Client Services & Financial Planning

• Develop Customized Wealth Strategies: 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.
• Client Experience: Ensure a consistent, high-quality financial planning experience across all locations and client interactions.
• Complex Planning Expertise: Stay informed on industry trends, particularly changes in tax laws, to ensure your team’s advice remains at the cutting edge.
• Collaboration with Advisory Teams: 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.

Process & Systems Improvement

• Workflow Optimization: Contribute to continuous improvements in internal processes and systems to increase team efficiency and enhance client satisfaction.
• Industry Awareness & Compliance: Stay updated on industry trends, particularly changes in tax laws and retirement planning strategies, ensuring the team remains educated on their implications for client plans.
• Collaboration for Process Integration: Work with senior leadership to implement new processes across the team, ensuring smooth transitions and alignment with firm practices and policies

Performance Reviews & Career Development

• Employee 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.
• Salary & Bonus Discussions: Collaborate with the Regional Director and Managing Director to discuss salary increases and performance bonuses for financial planning team members, based on feedback, team involvement, and quality of advice.
• Career Pathing & Mentorship: Work with team members to identify growth opportunities, strengths, and areas for improvement, providing ongoing career coaching to support professional development.
• Performance Standards: 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.

Hiring & Recruiting

• Recruitment Strategy: 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

Additional Responsibilities

• 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.
• Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction

Qualifications and Requirements

• Certification: Certified Financial Planner designation required, with an 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 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
• Client-Focused: Exceptional ability to build and maintain relationships with clients, ensuring high levels of satisfaction and retention.
• Strong 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 potential challenges and developing quick, 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

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.