Financial Planning Manager - Utah, Idaho, Nevada

The Financial Planning Manager leads the regional financial planning team at EP Wealth Advisors, LLC in Boise, Idaho, delivering integrated wealth plans for high-net-worth clients and partnering with advisors to uphold a client-focused culture. This role emphasizes hands-on leadership, advanced planning expertise, and cross-functional collaboration to drive exceptional client outcomes.

Role details

• Location: Boise, ID (hybrid)
• Salary: USD 105,000 - 137,500 per year
• Experience: Minimum 7 years of client-facing experience in financial services
• Education: Undergraduate degree required

Responsibilities

• Manage team workflows in partnership with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery and adequate coverage, including scheduling and time-off approvals.
• Develop and sustain onboarding programs for regional hires and provide ongoing training; monitor progress through regular check-ins.
• Conduct performance reviews with mentorship, deliver constructive feedback, and support professional development paths for team members.
• Continuously enhance training materials and processes to equip staff with the tools and knowledge for excellent client service.
• Lead the creation of integrated financial plans for high-net-worth clients with assets of $5 million and above, incorporating advanced tax and estate planning as needed; support advisors in presenting complex topics.
• Ensure a consistent, high-quality client experience across all locations and touchpoints.
• Maintain awareness of industry trends and tax law changes to keep planning guidance current and competitive.
• Collaborate with advisory teams to align wealth strategies with clients' long-term objectives and participate in prospect meetings to demonstrate the firm’s capabilities.
• Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
• Stay informed on regulatory changes and retirement planning strategies to ensure team guidance reflects current standards and implications.
• Partner with senior leadership to implement new processes across the team, ensuring alignment with firm policies and practices.
• Lead semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates, with actionable development goals.
• Coordinate salary and bonus discussions with Regional and Managing Directors based on feedback, involvement, and quality of advice.
• Support career pathing and mentorship, providing ongoing coaching to identify growth opportunities and areas for improvement.
• Monitor performance standards to ensure adherence to timelines and quality expectations, implementing Performance Improvement Plans when needed.
• Participate in recruiting for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern roles to build the regional team.
• Oversee and enhance the use of Tableau and other tools to optimize team capacity and resource utilization.
• Remain cognizant of legislative developments such as SECURE Act 2.0 and educate the firm on potential impacts on client plans.
• Evaluate and implement updates to financial planning software and tools to maintain efficiency and effectiveness.
• Drive the development of new service offerings tailored to the regional client base to expand wealth management capabilities.
• Lead client seminars and local events to build relationships and support education, while assisting in the implementation of financial strategies for clients.
• Coordinate with local Centers of Influence to execute client action plans and foster strong satisfaction and outcomes.

Requirements

• Certification: Certified Financial Planner designation required; additional specialty or advanced certification preferred.
• Experience: At least 7 years of client-facing experience in financial services with advanced knowledge of tax and estate planning.
• Leadership: Demonstrated success in managing and developing a team, including coaching, mentorship, and resolving personnel issues.
• Technical proficiency: Skilled with financial planning software including 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 focus: Strong ability to build and maintain client relationships, ensuring high satisfaction and retention.
• Communication: Excellent written and verbal communication skills; able to present complex concepts clearly to clients and internal teams.
• Detail orientation: High attention to detail with a track record of accurate and reliable financial guidance.
• Independence: Comfortable working autonomously and making discretionary decisions when appropriate.
• Problem solving: Proven ability to identify challenges and develop quick, effective solutions to sustain workflow and client service.
• Education: Undergraduate degree required.

Technologies

• Zoom
• PractiFi
• MyComplianceOffice
• Microsoft Teams / Office Suite
• Tamarac
• eMoney
• Money Guide Pro
• Social Security Analyzer
• Advisys
• MBS Highway
• Zilculator
• Holistiplan
• Planner CS
• Monday.com
• Tableau