Senior Financial Planning Manager - Lead HNW Plans
EP Wealth Advisors
EP Wealth Advisors in San Diego is seeking a dedicated leader for financial planning to oversee client services and develop strategies for high-net-worth individuals. This role involves managing team workflows, ensuring exceptional client experiences, conducting performance reviews, and collaborating on training initiatives. The ideal candidate will bring at least 7 years of experience, a Certified Financial Planner designation, and a strong ability to lead and communicate effectively. EPWA offers competitive compensation and a supportive work environment. #J-18808-Ljbffr EP Wealth Advisors
Vacancy posted 3 days ago
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