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Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Boise, ID

17d ago

$105k - $138k/yr Full time Manager Senior Advisor

Manager Senior Advisor

Apply Now

Job Description

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

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Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Las Vegas, NV

17d ago

$105k - $138k/yr Full time Manager Senior Client Relations

Manager Senior Client Relations

Apply Now

Job Description

Position: Financial Planning Manager, onsite in Las Vegas, NV, with a salary between USD 105,000 and 137,500 annually.

Responsibilities

Coordinate team workflows with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery, oversee planning coverage, manage schedules, approve time off, and finalize client plans on time.
Design and manage a regional onboarding program plus ongoing training for current staff, with regular progress checks for new hires.
Lead performance reviews and mentorship, providing constructive feedback and supporting professional development and career paths.
Continuously improve training materials and processes to equip the team for exceptional client service.
Oversee the creation of integrated wealth plans for high-net-worth clients (assets $5MM+), including advanced tax and estate planning, and support advisors in presenting complex topics while clearly communicating the firm value proposition.
Ensure a consistent, high-quality financial planning experience across locations and client interactions.
Remain current on industry trends and tax law changes to keep advisory guidance at the cutting edge.
Collaborate with advisory teams to align planning strategies with clients long-term objectives and enhance both advisor and client experiences; support prospect meetings to demonstrate the firm's planning capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Maintain awareness of industry developments and legislation, especially tax and retirement planning, and educate the team on implications for client plans.
Partner with senior leadership to implement new processes across the team, ensuring smooth transitions and policy alignment.
Conduct semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates; provide feedback and set development goals.
Collaborate with the Regional Director and Managing Director on salary increases and performance bonuses based on feedback, involvement, and quality of advice.
Identify growth opportunities for team members and provide ongoing career coaching to support professional development.
Monitor performance against department standards and timelines; address issues with leadership and implement Performance Improvement Plans as needed.
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 resource utilization.
Stay informed about legislative changes such as the SECURE Act 2.0 and educate the firm on potential impacts.
Evaluate and implement updates to financial planning tools and software to maintain efficiency and effectiveness.
Lead the development of new service offerings tailored to the regional client base to expand the firm’s wealth management capabilities.
Lead client seminars and local events to build relationships and provide educational support; assist meetings to implement financial strategies for clients.
Collaborate with local Centers of Influence to implement client action plans, ensuring smooth execution and strong client satisfaction.

Requirements

Certified Financial Planner designation is required; an additional area of specialty or advanced certification is preferred.
Minimum of 7+ years of client-facing experience in financial services, with deep knowledge in tax and estate planning.
Proven leadership capabilities with experience managing and developing a team, emphasizing coaching, mentorship, and resolving personnel issues.
Technical proficiency in 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-focused with a demonstrated ability to build and maintain strong client relationships and drive satisfaction and retention.
Excellent written and verbal communication skills, with the ability to present complex financial concepts to clients and internal teams.
Detail-oriented with a commitment to delivering accurate, reliable financial guidance.
Independent and discreet: capable of working autonomously with minimal supervision and handling sensitive information appropriately.
Strong problem-solving abilities with a track record of identifying challenges and delivering effective solutions to maintain workflow and client satisfaction.
Educational requirement: Undergraduate degree.

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

View full job page →

Utah Finance Jobs

Financial Planning Manager - Utah, Idaho, Nevada

Financial Planning Manager - Utah, Idaho, Nevada

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