Financial Planning Manager | RIA Firm | in Office

Position: Financial Planning Manager | RIA Firm | 1 Day in Office!
Description

Reach out to Jennifer Fukumae on Linked In for quickest consideration.

Walnut Creek, CA (Hybrid - 2 days onsite)

$175,000 - $220,000 base salary DOE

⏰ Family Fridays - the firm closes at 1PM every Friday

An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.

The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.

What This Role Looks Like

This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.

You will:

+ Lead and oversee the financial planning function

+ Build consistency and accountability across planning deliverables

+ Develop and mentor a high-performing planning team

+ Ensure planning work is accurate, timely, and strategically valuable

+ Improve workflows, systems, and planning processes

+ Partner closely with senior leadership on firm-wide initiatives

Responsibilities

As the Financial Planning Manager, you will:

+ Review and approve financial planning work

+ Require revisions and maintain planning quality standards

+ Redesign workflows and operational processes

+ Reassign responsibilities when necessary

+ Implement new planning standards and best practices

+ Address performance issues directly and constructively

+ Provide mentorship and leadership to financial planners and support staff

+ Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies

Requirements

+ Deep technical expertise in advanced financial planning

+ Strong leadership and team management capabilities

+ Excellent judgment in complex client situations

+ A process-driven mindset with operational discipline

+ Confidence and executive presence to enforce standards and drive accountability

Qualifications

Required:

+ 8+ years of financial planning experience working with HNW clients

+ 3-5+ years of leadership or team management experience

+ CFP designation required

+ Bachelor's Degree

+ Experience using Money Guide Pro

Nice to Have:

+ Tax planning experience

+ Estate planning knowledge

+ Retirement and cash flow modeling expertise

This is an opportunity to step into a senior leadership seat at a respected wealth management firm and make a meaningful impact on both the client experience and the internal planning infrastructure.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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