Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

3 days ago Be among the first 25 applicants

This range is provided by The Well. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Annual Bonus and Commission

A growing wealth management firm is hiring a Director of Financial Planning to lead and develop a team of client-facing Financial Planners. You’ll set the standard for planning excellence, drive consistency across offices, and help shape the future of the firm’s planning practice—while directly improving client outcomes.

• Lead, coach, and develop Financial Planners across multiple locations; build a culture of accountability and collaboration.
• Provide technical and strategic guidance on complex planning cases (tax, estate, insurance, investments, retirement).
• Create and maintain consistent planning processes
  , client experience standards, and best practices firmwide.
• Partner with leadership to drive revenue growth, retention, and client outcomes
  .
• Participate on the investment committee to support consistent portfolio strategy and recommendations.
• Serve as an escalation point for high-value or complex client situations.
• Collaborate cross-functionally with compliance, operations, marketing, and client service to ensure strong execution and regulatory alignment.

• 7–10+ years in financial planning / wealth management within an RIA setting, with progressive responsibility.
• 3+ years of leadership experience (managing, mentoring, or formally leading planners).
• Licensure such as Series 65 or Series 7 + Series 66 (or equivalent).
• Demonstrated success in business development and client acquisition (strong producers encouraged to apply).
• Ability to balance growth with a high bar for client experience
  .
• Strong coaching, communication, and relationship-building skills.
• Comfortable with planning tools +
  CRM/portfolio platforms (e.g., Salesforce/Orion or similar) and MS Office.

• A true practice-building leadership role with meaningful influence over the planning function.
• Team-first environment focused on collaboration, open communication, and shared ownership
  .
• Planning culture known for clarity and client-friendly communication (turning complexity into confidence).

If you want to lead a planning team, elevate standards across offices, and build something that lasts—this role is built for that.