Director of Financial Planning
- Health Reimbursement Account
- 401(k)
- 401(k) matching
- Bonus based on performance
- Free food & snacks
- Paid time off
- Profit sharing
- Training & development
- Serve as lead planner for high-value clients, delivering full-spectrum financial plans including:
- Retirement and estate planning
- Tax optimization and cash flow management
- Education and insurance planning
- Conduct quarterly and annual reviews, scenario modeling, and plan updates.
- Take client meetings both in-office and online to maintain strong relationships and service continuity.
- Take prospecting meetings with potential clients to assess fit and introduce planning services.
- Ensure timely delivery of client planning deliverables and follow-through on action items.
- Coordinate with tax and accounting teams for integrated execution.
- Supervise one junior planner and support staff involved in financial planning.
- Provide mentorship and training aligned with CFP Board standards.
- Ensure planning deliverables meet quality and compliance standards.
- Champion the use of AI tools to enhance planning workflows, improve client outcomes, and streamline data analysis.
- Support AI-driven planning initiatives and training for staff.
- Collaborate with leadership on long-range planning initiatives including:
- Staffing transitions and succession planning
- Cloud migration and software integration
- Development of planning tools and calculators[5]
- Participate in business development efforts and support top-tier client relationships.
- Ensure planning practices align with CFP Board ethics, fiduciary standards, and regulatory requirements[1].
- Monitor legislative changes and update planning strategies accordingly.
- Maintain a book of business with consistent monthly billable hours.
- Target 70–100 billable hours per month through planning engagements, implementation, onboarding, and specialized services.
- Contribute to firm revenue through planning engagement and strategic consulting.
- Support client retention and upsell opportunities.
- CFP designation required; CPA or EA a plus.
- Minimum 5 years of experience in financial planning or advisory services.
- Strong technical knowledge in retirement, estate, tax, and investment planning.
- Experience with planning software RightCapital, Blackrock, and interactive brokers
- Excellent communication and client relationship skills.
- Comfortable with emerging technologies and excited to leverage AI tools to improve planning workflows and client service.
- Candidates should be personable, empathetic, and able to adapt their communication style to meet diverse client needs.
- Solid understanding of personal tax and planning is essential, including the ability to navigate complex tax situations and optimize strategies for individual clients. Candidates should demonstrate proficiency in identifying tax-saving opportunities and integrating tax considerations into holistic financial plans.
- Strategic thinker with a passion for helping clients achieve long-term financial goals.
- Proactive and organized, with strong follow-through on client deliverables.
- Collaborative leader who enjoys mentoring and developing junior staff.
- Curious and tech-savvy, eager to explore new tools and approaches.
- Confident communicator who thrives in both in-person and virtual client settings.
- candidates should be excited to learn and continuously seek new knowledge to stay ahead in the evolving financial landscape.
- People Matter: We prioritize the well-being and development of our team members and clients.
- Results Matter: We are committed to delivering high-quality results that drive success.
- Contribute: We believe in giving back to our community and making a positive impact.
- Do the Right Thing: We uphold the highest standards of integrity and ethics in all our actions.
- Do What You Say: We value accountability and reliability, ensuring that we follow through on our commitments.
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