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Financial Planning Manager
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$115,000 - $137,000 a year
Full-time
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, serving predominately high net worth individuals.
- Our office in Media, PA is hiring for a Financial Planning Manager.
- The Financial Planning Manager will train and developing new team members, working with advisors to create customized and comprehensive financial plans for our clients with assets $5mm+, assist with the development of training material for our partnership integration, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director.
- Work with our Director of Employee Enrichment and Integration team to help train and onboard new partner firms
- Utilize financial planning software to generate financial plans and review with Financial Advisor.
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