Lead Financial Planning Specialist

$100k - $130k

Claire Myers Consulting

Job Description

Compensation: Base salary $100 - $130K plus bonuses.

Overview:

Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.

This person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. The ideal candidate is both strategic and hands-on, with strong planning expertise and a passion for coaching and developing people.

Key Responsibilities:

Leadership & Advisor Development:

Lead, mentor, and develop newer advisors entering the organization
Help advisors strengthen their planning process, presentation skills, and overall client experience
Support career advisors and team members through coaching and consultative guidance
Create consistency and structure around financial planning best practices

Planning Strategy & Case Consultation:

Analyze client financial situations and help develop strategic recommendations
Review planning assumptions, investment proposals, and portfolio construction with advisors
Assist advisors with brokerage, annuity, and advisory planning solutions
Stay informed on industry trends and evolving planning strategies

Operational & Strategic Support:

Partner closely with leadership to identify growth opportunities and planning initiatives
Help build scalable systems and processes that improve advisor productivity and retention
Support operational aspects of investment account opening and servicing
Promote innovation and continuous improvement across the planning function

Qualifications:

Strong background in financial planning and wealth management
Experience mentoring, coaching, or leading advisors and teams
Deep understanding of investment and planning concepts
Strong communication and presentation skills
Ability to balance strategic leadership with day-to-day execution
CFP® designation or on track to earn designation
Series 7 & 63 required

Compensation & Growth:

Base salary $100-$130K plus bonuses.
Additional bonus opportunities tied to advisor growth, planning metrics, and business results
Opportunity to play a major role in the continued growth and development of the organization

Apply

Vacancy posted 9 days ago

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