Head of Financial Planning

$170k - $220k

Full-time

The Well

Charleston, SC

Head of Planning – Multi-Office Wealth Management RIA

Compensation: $170,000–$220,000 base + 10%–20% target annual incentive + comprehensive benefits

Location: In person – Red Bank, NJ; Cleveland, OH; or Charleston, SC

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/coach
Own select HNW and UHNW planning cases, from retirement income to Roth conversions to estate coordination
Build consistent, scalable planning standards across partner offices
Shape how technology and responsible AI power the planning process
Join a collaborative, people-first culture at a high-growth moment

What you bring:

10+ years of financial planning experience, including high net worth clients
CFP® designation in good standing
Experience leading or mentoring planners or paraplanners
Advanced eMoney (or equivalent) proficiency
A fiduciary, client-first mindset and the ability to make complexity simple

What we offer:

$170,000–$220,000 base salary
10%–20% target annual incentive
Comprehensive benefits (details shared during the interview process)
Approximately one trip per month to partner offices

Sound like you? Let’s talk.

Apply

Vacancy posted 9 hours ago

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