Head of Financial Planning

Head of Planning – Multi-Office Wealth Management RIACompensation: $170,000–$220,000 base + 10%–20% target annual incentive + comprehensive benefitsLocation: In person – Red Bank, NJ; Cleveland, OH; or Charleston, SC

Learn more about the general tasks related to this opportunity below, as well as required skills.
Our client is growing, and we’re hiring a Head of Planning to lead the charge.We’re a multi-office, SEC-registered RIA with a mission to make comprehensive wealth management simple. If you love solving complex planning puzzles and coaching others to grow, we want to talk.
Why this role?Lead the paraplanning team as a hands-on player/coachOwn select HNW and UHNW planning cases, from retirement income to Roth conversions to estate coordinationBuild consistent, scalable planning standards across partner officesShape how technology and responsible AI power the planning processJoin a collaborative, people-first culture at a high-growth moment
What you bring:10+ years of financial planning experience, including high net worth clientsCFP® designation in good standingExperience leading or mentoring planners or paraplannersAdvanced eMoney (or equivalent) proficiency xzbcwsv A fiduciary, client-first mindset and the ability to make complexity simple
What we offer:$170,000–$220,000 base salary10%–20% target annual incentiveComprehensive benefits (details shared during the interview process)Approximately one trip per month to partner offices
Sound like you? Let’s talk.