Head of Financial Planning

Pinnacle Staffing is partnering with a growing organization to identify an experienced Head of Financial Planning to lead, scale, and elevate the firm’s financial planning function as a key pillar of the client experience.

This senior leadership role is responsible for ensuring consistent, high-quality financial planning delivery across the firm while empowering Advisors to confidently position and lead planning-focused conversations that strengthen client relationships, build trust, and drive growth.

The Head of Financial Planning will oversee how financial planning is delivered to clients and how Advisors are supported in positioning, communicating, and reinforcing the value of the planning experience. This leader will partner closely with Client Experience, Advantage Offerings, and Growth teams to create a unified, differentiated financial planning experience across the organization.

Location: Mesa, AZ (On-site/Hybrid)

Job Type: Direct Hire

Salary Range: $130,000 – $150,000

Key Responsibilities

• Define, implement, and maintain firmwide financial planning standards aligned with regulatory and fiduciary requirements.
• Ensure consistent adoption of planning standards across all offices through documented workflows, templates, and quality review processes.
• Establish transition standards for incoming Advisors, including planning software adoption milestones and ongoing support expectations.
• Partner with Client Experience leadership to integrate financial planning into the complete client journey.
• Embed financial planning into Advantage Offerings to enhance client understanding and engagement.
• Increase adoption and ongoing utilization of the firm’s preferred financial planning software.
• Monitor and improve planning delivery consistency, planning volume, and documented client outcomes.
• Coach Advisors on positioning financial planning as a core value driver in client and prospect conversations.
• Improve Advisor proficiency in planning competencies and planning-led engagement strategies.
• Serve as a subject matter expert and escalation resource for complex financial planning scenarios.
• Lead, mentor, and develop the financial planning team.
• Contribute to firmwide strategy, innovation, and growth initiatives as a senior leader.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• CFP® certification required.
• Minimum of 10 years of experience in financial planning, tax advisory, wealth management, or a related field.
• Strong understanding of financial planning regulations, fiduciary responsibilities, and compliance requirements.
• Proven ability to coach, influence, and enable Advisors in a client-facing environment.
• Strong leadership, communication, and cross-functional collaboration skills.

About Pinnacle:

The Pinnacle Group pairs top talent with great companies and prioritizes your success and future. We don’t just fill positions—we build futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest-growing companies list. We currently operate in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS, and Las Vegas markets.

EOE: Pinnacle provides equal employment opportunities to all employees and applicants and prohibits discrimination or harassment of any type based on race, color, religion, age, sex, national origin, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristic.