Director of Financial Planning
$190,000–$200,000 year
Remote · California, United States
Job Summary
Director of Financial Planning leading the Wealth Designed advisory service, owning the delivery, and directing a team of Lead Advisors. Responsible for mentoring staff, sitting second seat in client meetings when needed, and ensuring scalable, compliant planning processes across the firm. Oversees the financial planning tech stack and workflows, and serves as a key liaison between Financial Planning and Operations, Sales, and Technology. Collaborates with Sales & Marketing to develop planning-related content (articles, videos, webinars) and drives high-quality client outcomes. Requires CFP certification, 7+ years of experience in financial planning, and proven ability to lead remote teams. Compensation includes base salary $190k-$200k, performance-based bonus, fully remote environment, and opportunities for growth.
Required Qualifications
- CFP certification required
- 7+ years of experience in financial planning, including team leadership and client service
- Deep knowledge of planning tools such as MoneyGuidePro, Orion, Riskalyze, Holistiplan
- Strong communication, leadership, and project management skills
- Demonstrated ability to lead remote teams and collaborate across functions
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