Director of Financial Planning

Director of Financial Planning

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

What You Need

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.

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