Financial Planning Manager - Salt Lake City, Utah
EP Wealth AdvisorsHighlight
Summary
About the Role
About You
- Certified Financial Planner designation required.
- 7 plus years of client-facing experience in financial services, including advanced knowledge in tax and estate planning.
- 3 plus years of experience in managing and developing a team.
- Additional area of specialty or advanced certification.
- Expertise in financial planning software such as eMoney or Holistiplan.
Benefits
- 11 Paid Holidays
- 3 weeks (PTO)
- Paid Volunteer Time
- 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
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $32.6 billion in client assets under management (as of 3/31/25). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.