Financial Planning Manager

Are you a seasoned CFP® professional who is passionate about financial planning, team leadership, and helping others reach their full potential? Our client is seeking a Financial Planning Manager to lead and elevate a growing financial planning function within a client-focused wealth management environment. This is a unique opportunity to combine advanced planning expertise with people leadership, working closely with firm leadership to drive strategic initiatives, develop talent, and enhance the overall planning experience for clients. What You'll Do Lead and mentor a team of financial planning professionals Help shape the future of the planning department through process improvement and innovation Partner with leadership on strategic priorities and operational initiatives Support the development of emerging advisors and planners Ensure high-quality financial planning deliverables and exceptional client experiences Foster a culture of collaboration, accountability, and continuous learning What We're Looking For 5+ years of experience in financial planning, wealth management, or a related financial services field Demonstrated experience coaching, mentoring, or leading team members Strong communication and relationship-building skills Ability to manage multiple priorities in a fast-paced, growth-oriented environment Experience with financial planning, CRM, reporting, and wealth management technology platforms Why This Opportunity Stands Out This role offers the chance to make a meaningful impact beyond client work. You'll help build processes, influence business strategy, develop future advisors, and contribute to a planning-centric culture that values excellence, innovation, and professional growth. #J-18808-Ljbffr