Director of Financial Planning and Servicing

Director of Financial Planning & Lead Servicing Advisor – Wealth Management Firm Ready to lead financial planning at an established wealth management firm—without having to build a book from scratch? We're hiring a Director of Financial Planning & Lead Servicing Advisor on behalf of our client—a fiduciary, planning-first wealth management firm based in Santa Clarita, CA. This senior seat blends serving as primary advisor for an established client base, leading planning across the firm, and providing the day-to-day leadership its Client Service Associate team relies on. What you'll own: An established group of client relationships—no prospecting required Comprehensive financial planning across retirement, tax, insurance, estate, and Social Security Day-to-day leadership, coaching, and direction for the Client Service Associate team A consistent, in-office leadership presence that anchors the firm's client experience What you bring: CFP® certification and 5+ years of financial planning or wealth management experience A track record managing client relationships and comprehensive planning Experience leading, mentoring, or developing team members Series 65 and Insurance Licenses Bonus: independent RIA experience and familiarity with eMoney Why you'll like it here: $200,000 total compensation, including bonus 401(k) with matching and profit sharing Full health, vision, and dental coverage A firm intentionally building out its leadership bench—room to make a lasting impact #J-18808-Ljbffr The Well