Lead Financial Planning Manager - Wealth Advisory
EP Wealth Advisors
EP Wealth Advisors is seeking a Financial Planning Manager to oversee and develop financial planners in Salt Lake City, Utah. This leadership role emphasizes team support, client relations, and strategizing high-net-worth wealth solutions. The ideal candidate will have 7+ years in financial services, strong leadership skills, and the ability to communicate complex financial concepts. A competitive salary and extensive benefits are offered to encourage work-life balance and employee well-being. #J-18808-Ljbffr
$130k - $170k
...mission to deliver honest financial products. Affirm’s... ...program activities include advisory, training, testing &... ...identification, remediation plans, and risk assessment.... ...seeking a Compliance Lead to join the Direct-to-Consumer... ...enable progress while managing risk. The Compliance...SuggestedWork at officeRemote workFlexible hours$146.7k - $335.1k
...better working world. FAAS – Senior Manager When our clients are facing... ...else can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially... ...dental coverage, pension and 401(k) plans, and a wide range of paid time off...SuggestedSummer holidayFlexible hours$112.7k - $206.5k
...build a better working world. FAAS – Manager When our clients are facing complex finance... ...nobody else can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing... ...dental coverage, pension and 401(k) plans, and a wide range of paid time off options...SuggestedSummer holidayWork at officeFlexible hours$105k - $137.5k
...Financial Planning Manager - Utah, Idaho, Nevada Salary Range $105,000.00 - $137,500.0... ...Financial Planning Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion... ...Customized Wealth Strategies: Lead the creation of integrated...SuggestedFull timeTemporary workInternshipWork at officeLocal areaFlexible hoursShift work- ...Acxiom is seeking a Sr. Director, Data & AI Advisory in Salt Lake City, Utah. In this executive role, you will lead our Data & AI Advisory team, guiding clients on leveraging data and AI for business growth. Your expertise in data strategy, analytics, and client engagement...Suggested
$21 - $23 per hour
...A property management company in Salt Lake City seeks a Property Manager to handle daily operations effectively. The role includes supervising staff, financial management, and ensuring compliance with safety regulations. Ideal candidates should have 1-2 years of experience...Hourly pay$110.6k - $137.8k
...position is ideal for a strong FP&A manager or experienced senior analyst... ...organization. Key Responsibilities Lead day‑to‑day FP&A operations including... ...prioritization, and development Improve financial reporting processes and planning discipline Partner with finance...Temporary workInternshipLocal areaFlexible hours$95k - $110k
...Description Job Description Consultant – Accounting Advisory Our consultants work as part of a team with... ...professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management,...Work at officeRemote work- ...The Financial Planning and Analysis Manager is accountable for managing, analyzing, tracking, and reporting on the Company’ financial objectives. This... ...position works with and project manages the various finance leads within the BDEL portfolio, while being responsible for...Temporary workWork at officeLocal area
- ...Stout Risius Ross, LLC in Utah is seeking a Director for their Accounting & Reporting Advisory practice. The role involves delivering critical advisory services such as financial reporting, technical accounting, and M&A integration. The ideal candidate will have extensive...Flexible hours
- ...Ernst & Young Oman seeks an Indirect Excise Tax Staff member to provide compliance and advisory support across various industries including Oil & Gas, Transportation, Manufacturing, and Retail. This role involves supervising junior staff, handling federal and state excise...
$50 - $60 per hour
...to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team... ...Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position...Hourly payFull timeContract workPart timeWork experience placementRemote work- ...based in Salt Lake City, Utah, to oversee general accounting tasks and provide leadership to the accounting team. The role involves managing the month-end closing process, account reconciliations, and assisting with tax compliance and audits. The ideal candidate will...
$152k - $200k
...GE Aerospace in Salt Lake City seeks a Director of Digital Technology Audit to lead audit teams in digital, cybersecurity, and risk management. This role involves extensive stakeholder engagement, and contributing to the Internal Audit methodology with AI and modern tools...Remote work- ...regulatory correspondence, enterprise risk management documentation, board preparation,... ...properly from an operational, regulatory, and financial reporting standpoint. They will work... ...tolerance thresholds. Support board and advisory board activity by preparing meeting materials...Contract workRemote work
$78k - $98k
...A leading packaging company is seeking a Fabricating Supervisor in Salt Lake City, Utah.... ...include overseeing finishing activities, managing personnel, and ensuring quality control.... ...with comprehensive benefits including health coverage and a 401k plan. #J-18808-Ljbffr...- ...Greystar Worldwide, LLC is seeking a Property Manager in West Jordan, Utah. This role involves managing budgets, ensuring timely collection of rent, and overseeing property operations. Candidates should have a minimum of 4–6 years in property management and experience...Worldwide
$86k - $142k
...communities through industry-focused wealth advisory, digital, audit, tax,... ...services team and manage these functions for your clients... ...Prepare and analyze client financial statements and make recommendations... ...and attend industry-leading events and training. Maintain...Work at officeLocal areaFlexible hours- ...seeking an Accounting - VP & Controller to lead the accounting function in Salt Lake City, Utah. This role involves managing the entire accounting process, including internal... ...a unique opportunity to shape the company's financial landscape. Benefits include competitive...
$91.8k - $171k
...Street Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and... ...the client's specific financial planning needs. Coordinates and integrated... ...client relationships Leads / assists with creation...Contract workPart timeLocal areaShift work$86k - $142k
...CliftonLarsonAllen is seeking an experienced Assistant Controller for our Client Accounting and Advisory Service (CAAS) practice, based in Utah or Colorado. This role involves performing Assistant Controller functions as part of our team's accounting services for local...Local area$160k - $190k
...including providers, health plans, researchers, and life sciences... ...for Legal & Insurance will lead the development and execution... ...including high-level pricing advisory); lead cross-functional alignment... ...to grow into people management over time. We are committed...$84k - $125k
...years of experience in reinforcing steel fabrication, including at least 3 years in a supervisory role. Responsibilities include managing shop teammates, overseeing safety and production costs, and maintaining machinery. Benefits include comprehensive medical coverage...$145k
...We are seeking a Lead Consultant - Medicaid to lead advisory engagements with state and local Medicaid agencies. This role focuses on management consulting services and serves as a trusted advisor... ...Section 1115 demonstrations. Financial Consulting - Assist the state...Local area$75k - $84k
...A leading beauty retailer in Salt Lake City is seeking an Operations Supervisor to manage daily operations in the Distribution Center. The role requires 3-5 years of distribution experience and at least 2 years in leadership. Duties include supervising associates, ensuring...- ...experienced Auto Liability Claims Team Manager to oversee Personal Lines Auto... .... Key Responsibilities Lead, coach, and develop auto... ...and accuracy to support sound financial results. Assist with... ...medical, dental and vision care plans, long-term disability coverage...Full timeWork at office
- ...Tim Dahle Nissan Bountiful is seeking a Finance Manager to drive deals and lead a winning team. The ideal candidate should have a Bachelor's degree or equivalent experience, showcase strong problem-solving skills, and have a valid State Sales License. Responsibilities...
$23 - $25 per hour
...You'll oversee daily fulfillment operations while actively picking, packing, shipping, managing inventory, and ensuring quality and regulatory compliance. KEY DUTIES: Lead and support the fulfillment team Coordinate shipping and order processing Train and...Hourly pay- ...Job Description Job Summary: The Inventory Control Team Lead is responsible for supporting and maintaining inventory accuracy... ...instructions related to inventory processes Partner with Quality to manage aging inventory and ensure compliance with FIFO/FEFO practices...Shift work
- ...exceptional people. We deliver secure, reliable managed and advisory services across private, public, and... ...of the Cox family of companies. As a Lead Healthcare Solutions Architect at... ...transformation to patient care outcomes and financial imperatives. Architect secure, scalable...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Financial Planning Manager - Wealth Advisory. Be the first to apply!
- wealth manager Salt Lake City, UT
- wealth management advisor Salt Lake City, UT
- wealth management consultant Salt Lake City, UT
- financial engineer Salt Lake City, UT
- senior financial analyst fp&a Salt Lake City, UT
- financial actuary Salt Lake City, UT
- financial executive Salt Lake City, UT
- ally financial Salt Lake City, UT
- financial institutions Salt Lake City, UT
- financial banking Salt Lake City, UT


