UHNW Financial Planning Director

A leading investment advisory firm is looking for a Director of Financial Planning to support ultra-high-net-worth clients in Foster City. This role requires 7+ years of financial planning experience, mastery of eMoney, and the ability to work independently. Key responsibilities include leading client data gathering, developing scenario analyses, and ensuring high-quality planning deliverables. The ideal candidate will translate complex analyses into clear recommendations and maintain plans tailored to client needs. The salary for this role can go up to $200,000, based on experience. #J-18808-Ljbffr