Description
Director of Financial Planning
Our firm is growing and with that comes the need to elevate how we deliver planning. We are looking for a Director of Financial Planning who takes the work seriously, cares about getting it right and understands that a great plan is more than software output.
This role exists to lead the planning process and ensure every client receives thoughtful analysis, clear recommendations and a smooth experience from onboarding through implementation. You won’t sit in a corner building reports. You will collaborate with advisors, drive planning standards and help shape how our firm continues to scale.
What You’ll Lead
Oversee the full financial planning process from data gathering through plan presentation and follow through
Review plans and recommendations for accuracy, completeness and suitability
Improve workflows, templates and best practices so the planning team and advisors operate consistently
Train advisors and support staff on planning concepts and software
Maintain planning quality as we add advisors, new clients and more complexity
Serve as a planning resource during complex or high stakes client situations
Identify gaps in client plans and help advisors prioritize next steps
Your Day Could Include
Running deeper analysis on retirement projections, tax planning strategies and alternative planning scenarios
Reviewing advisor recommendations to make sure they align with the client’s objectives and our planning philosophy
Meeting with clients alongside advisors to support complex planning discussions
Helping design and refine planning deliverables so they’re clear, modern and useful rather than confusing or bloated
What You Need
Strong background in holistic planning
CFP required
Minimum five years planning experience with demonstrated complexity, not just entry level prep work
Familiarity with tax strategy, retirement income planning, estate considerations and advanced planning
Comfortable with planning software and willing to learn new tools as we evolve
Ability to explain complex planning topics in plain English without jargon or ego
Who Thrives Here
Someone who sees planning as a craft and cares about doing it well. Someone who doesn’t need hand holding and isn’t satisfied with shortcuts or “good enough”. Someone who’s organized but not rigid and can keep the big picture in mind as we scale. A person who enjoys collaboration and is willing to challenge ideas when needed while supporting the team and maintaining professionalism.
Why This Role Matters
As we grow the number of clients and advisors in our firm, planning needs leadership. Consistency, quality and ongoing improvement are non negotiable. The person in this role will help build the next chapter of our planning culture and ensure our clients experience planning the way it should be done.
Requirements
CFP, Management Experience
