Director of Financial Planning and Operations

True Wealth Advisors, LLC is an SEC‑registered investment adviser based in the Birmingham, AL area. We help clients meet their day‑to‑day financial challenges and their long‑term goals through coordinated planning, disciplined portfolio management, and a high standard of client service. Our approach is coordinated, structured, and deliberate — and we are looking for an experienced, detail‑oriented professional to strengthen the operations and service engine behind our advisors.

This is an operations‑focused seat for a credentialed financial professional. You will apply advisor‑level knowledge — trading, planning, and client service — to support our advisors, service existing client relationships, and keep our investment operations running accurately and on time.

Please note:

this is not a business‑development role. You will not be expected to prospect, gather assets, cold call for appointments, or build a personal book of clients. Your focus is serving the firm’s existing clients and supporting the advisors and leadership team.

You will also serve as the firm’s internal “power user” for our core technology — helping the firm work efficiently, keep clean data, and get full value from our planning, portfolio, CRM, and custodial platforms.

• Facilitate trades and model‑portfolio assignments for select clients and serve as a trading backup for advisors.
• Support implementation and maintenance of the firm’s model portfolios in Orion.
• Assist the RIA’s investment committee with monitoring, rebalancing, and documentation.
• Provide support in servicing the firm’s 401(k) plans, including participant meetings and participant calls.
• Build and maintain comprehensive financial plans (retirement, estate, and investment planning) that address clients’ short- and long‑term objectives.
• Prepare the analysis behind each plan — retirement income and cash‑flow projections, Monte Carlo / probability‑of‑success modeling, and Social Security claiming analysis — to support advisor recommendations.
• Model tax‑planning scenarios (Roth conversions, tax‑efficient withdrawal sequencing, and year‑end gain/loss harvesting) using client tax‑return inputs.
• Prepare insurance, estate, and education‑funding needs analyses, and maintain consolidated net‑worth statements.
• Draft written financial plans and Investment Policy Statements that reflect the advisor’s strategy, keeping each recommendation traceable to its underlying data.
• Service existing client relationships: respond to requests, provide account and portfolio updates, and deliver a prompt, professional client experience.
• Prepare client review materials and performance reporting for advisor meetings.

• Prepare for client review meetings: assemble the meeting packet, review prior notes and recent account activity, and build the agenda around the client’s plan.
• Own post‑meeting follow‑up — logging notes and tasks in Redtail, sending follow‑up summaries, and coordinating with clients’ CPAs and attorneys as needed.

• Process client requests through Schwab and the firm’s workflow and account‑servicing systems.
• Support the COO with reporting, spreadsheet consolidation, and process improvement.
• Administer account maintenance and disbursements — new‑account paperwork, check requests, wires, ACH transfers, and RMD processing for IRAs.

• Serve as the firm’s internal administrator and power user for core platforms (Orion, Redtail, Schwab Advisor Center, and Comply), maintaining data integrity, system settings, and user access.
• Own the Orion–Redtail integration and data sync, and help configure reporting, dashboards, and data feeds.
• Identify, document, and implement workflow‑automation and…