Financial Planning Manager - San Diego, CA (Hybrid)

EP Wealth Advisors, LLC•San Diego, CA

18h•Hybrid

About The Position

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 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.

Requirements

Certified Financial Planner designation required
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, Money Guide Pro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Holistiplan, Planner CS, Monday.com
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
High attention to detail, with an ability to provide accurate, reliable financial advice
Ability to work independently, make decisions with minimal supervision, and use discretion when dealing with sensitive matters
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
Undergraduate degree required

Nice To Haves

Additional area of specialty or advanced certification preferred

Responsibilities

Partner with the Regional Director and Associate Director of Financial Planning to manage team workflows, ensuring timely plan delivery and overseeing planning coverage.
Coordinate schedules, approve time off, and ensure client plans are completed on time.
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.
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.
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.
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 ensure your team’s advice remains at the cutting edge.
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.
Contribute to continuous improvements in internal processes and systems to increase team efficiency and enhance client satisfaction.
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.
Work with senior leadership to implement new processes across the team, ensuring smooth transitions and alignment with firm practices and policies.
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 for financial planning team members, based on feedback, team involvement, and quality of advice.
Work with team members to identify growth opportunities, strengths, and areas for improvement, providing ongoing career coaching to support professional development.
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.
Participate in interviews for the Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern positions.
Oversee and continue to enhance the use of Tableau and other tools to manage team capacity, ensuring efficient use of resources.
Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Lead the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.
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.
Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction.