Lead Financial Planning Manager for High-Net-Worth Clients
$105k - $146kEP Wealth Advisors, Inc
EP Wealth Advisors, Inc. is seeking a Financial Planning Manager in San Diego, California. This role focuses on managing a team of financial planners, developing customized wealth strategies for high-net-worth clients, and overseeing training and workflows. The ideal candidate will have 7+ years of financial services experience, strong leadership abilities, and a Certified Financial Planner designation. A competitive salary range of $105,000 to $146,000 per year is offered, along with a comprehensive benefits package. #J-18808-Ljbffr EP Wealth Advisors, Inc
Vacancy posted 3 days ago
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