Director of Financial Planning

Who We Are

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

The Director of Financial Planning is a new role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire’s comprehensive financial planning strategy, technology, standards, and overall experience across clients, prospective clients, and colleagues. This role will partner with leadership to develop advisor capabilities, align planning with growth objectives, and represent the firm as a thought leader in the industry — enhancing both client experiences and Wealthspire’s market presence.

• Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards, ensuring exceptional and consistent client experiences
• Oversee the firm’s financial planning technology, processes, and deliverables to drive both client satisfaction and operational efficiency
• Act as the firm’s lead technical planning resource, providing expertise on complex, high-net-worth cases, supporting advisors in delivering advanced strategies to clients, and participating in client meetings and conversations as needed
• Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives, while ensuring compliance with regulatory requirements and firm policies, identifying new service models, operational efficiencies, and revenue opportunities
• Design and oversee advisor development programs, partnering with the Head of Advisor Success, Office and Regional Leaders to evaluate planning skills and advance team capabilities
• Develop and lead the firm’s financial planning thought leadership efforts, collaborating with marketing to produce and distribute content that enhances the firm’s reputation and client engagement
• Serve as a visible leader in the industry, representing the firm at conferences, networking events, and in professional publications
• Stay current on regulatory changes, industry trends, and financial planning strategies to guide firm practices
• Remain current with all CFP continuing education requirements

• Bachelor’s degree in business, accounting, finance, economics, or related field
• CFP® (Certified Financial Planner) is required; CPWA, CPA, JD, or MBA desirable
• At least 10 years of financial planning experience required
• Additional experience or expertise in estate planning or income tax is preferred
• Strong knowledge of financial planning principles, tools, and regulatory environment
• Proven ability to build trust and maintain high levels of client satisfaction
• Demonstrated ability to lead through influence and build strong cross‑functional partnerships
• Evidence of being a team player and supportive colleague
• Excellent interpersonal and communication skills, both verbal and written
• Outstanding time management and organization skills
• Experience with Money Guide Pro  and eMoney is highly desirable

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.

Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid…