Financial Planning Director (NJ)

Atlas Search is partnering with an SEC-registered investment adviser on a confidential search for a Director of Financial Planning. This is a player/coach seat: you will personally run planning on the firm's more sophisticated high-net-worth cases while leading and developing a team of paraplanners, and you will own planning quality and consistency across offices.

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Location: Shrewsbury, NJ (5 days/week onsite)
Compensation: $160,000 to $220,000
What You'll Do- Lead, coach and evaluate a team of paraplanners, with clear expectations and a defined path toward independent planning- Handle planning directly for complex HNW and UHNW households, including retirees and business owners- Work through retirement income, Roth conversions and broader tax strategy, equity compensation, and estate coordination- Review plans before they go to advisors or clients, and serve as the go-to technical resource on difficult questions- Set planning process and deliverable standards across offices, building quality-control checklists alongside Compliance- Manage workload and capacity so advisors get timely support- Join client and prospect meetings on key cases- Improve planning workflows and technology, including automation and AI with human review
What We're Looking For- 10+ years of financial planning experience serving HNW clients- CFP® designation in good standing- Prior experience leading, coaching or mentoring planners or a paraplanning team- Deep technical knowledge of tax, estate and retirement income planning- Advanced proficiency in eMoney or comparable planning software- Ability to translate complex planning into plain language, in writing and in person- Fiduciary, client-first approach to advice
Preferred- An additional credential such as CPA, CFA®, EA, CLU®, ChFC® or JD, or an advanced degree- Background at a multi-office RIA- Has built a training curriculum or QC process before- Working knowledge of Medicare/IRMAA, Social Security and insurance-driven planning strategies- Experience with tax-planning and portfolio analytics software
The EnvironmentOur client is a multi-office SEC-registered investment adviser serving families and individuals. This role is on-site at an office in the New York City metro area (New York City or Shrewsbury, New Jersey), with regular travel to other offices.
The annual base salary range is $150,000 to $200,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. xzbcwsv Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.