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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

Vacancy posted 1 day ago
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