Senior Wealth Planning Director; HNW/UHNW
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Planning Director to partner with Financial Advisors in creating personalized financial planning experiences for high-net-worth clients. The ideal candidate will have a Bachelor’s degree, CFP® designation, and over 5 years of relevant experience. Responsibilities include developing complex wealth strategies and providing education to Financial Advisors. The role offers competitive compensation within a supportive firm culture focused on client success and professional growth.
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Position Requirements
10+ Years
work experience
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