Director of Financial Planning

Lead the Future of Financial Planning at Bellwether Wealth

Bellwether Wealth is an independent wealth management firm serving individuals, families, business owners, and successful professionals with complex financial lives.

With approximately $900 million in assets under management, we bring together sophisticated investment management and comprehensive financial planning to help clients make confident decisions about their wealth, businesses, families, and futures.

We are seeking an experienced Director of Financial Planning to lead the next chapter of our planning platform. This is a high-impact opportunity for a strategic, technically strong leader who wants the autonomy to shape how financial planning is delivered across a growing wealth management firm.

You will not be stepping into a narrowly defined role or inheriting a fixed process. You will help define the standards, systems, tools, and team structure that will support Bellwether Wealth as we continue to grow.

The Opportunity

As Director of Financial Planning, you will serve as Bellwether Wealth’s senior planning authority and a key member of our leadership team.

You will work directly with sophisticated clients and their families, partner with experienced advisors and investment professionals, and collaborate with CPAs, attorneys, and other outside specialists. Your work will influence both individual client outcomes and the future operating model of the firm.

This role offers the opportunity to:

* Lead and elevate the firm’s financial planning function

* Build a scalable planning process from the ground up

* Advise high-net-worth clients on complex, interconnected decisions

* Shape how advisors and planning professionals work together

* Establish the tools, standards, and resources that define Bellwether’s client experience

* Help determine when and how the planning team grows

* Make a visible, lasting contribution to a $900 million wealth management organization

We are looking for someone who can combine deep technical expertise with sound judgment, executive presence, and the ability to turn complexity into clarity.

Key Responsibilities

Lead and Define Our Planning Platform

* Own and continually improve Bellwether Wealth’s financial planning methodology and client experience.

* Establish consistent planning standards, workflows, templates, and best practices across the firm.

* Define what a comprehensive Bellwether financial plan should include and how its value should be delivered.

* Ensure planning engagements lead to clear, prioritized, and actionable recommendations.

* Create processes for identifying, prioritizing, tracking, and completing planning opportunities.

* Identify ways to deepen planning relationships with existing clients.

* Evaluate technology, automation, and reporting tools that can improve quality, efficiency, and scale.

* Establish meaningful measures for the quality, effectiveness, and impact of the firm’s planning work.

Advise Sophisticated Clients

You will work alongside our advisors on complex client situations and participate directly in client meetings when your expertise can add the greatest value.

Your work may include:

* Retirement and cash-flow planning

* Tax planning and tax-efficient strategies

* Estate and legacy planning

* Social Security and Medicare planning

* Insurance and risk management

* Charitable giving

* Business-owner planning

* Executive compensation

* Stock options and concentrated positions

* Wealth transfer and multigenerational planning

Our clients often face decisions involving significant wealth, business ownership, family dynamics, tax exposure, liquidity needs, and long-term legacy goals. You will help bring those issues together into coordinated strategies clients can understand and act upon.

Elevate and Develop Advisors

* Serve as the firm’s senior technical resource for financial planning.

* Help advisors uncover planning opportunities within existing relationships.

* Review complex plans, analyses, and recommendations.

* Help advisors prepare for sophisticated client conversations.

* Develop tools, templates, and resources that make advisors more effective.

* Provide ongoing education as tax laws, estate planning strategies, and planning techniques evolve.

* Strengthen collaboration between advisors, planners, investment professionals, and client service teams.

Your role is not to replace the advisor-client relationship. It is to make that relationship more valuable by giving our advisors access to deeper planning expertise and a stronger platform for delivering advice.

Integrate Planning and Investment Management

At Bellwether Wealth, planning and investment management are not separate services. They are connected parts of a comprehensive wealth strategy.

You will work closely with our investment professionals to ensure that each client’s financial plan, portfolio strategy, tax considerations, estate plan, cash-flow needs, risk management, and family objectives are evaluated together.

Your perspective will help the firm make better decisions about how investment recommendations support the client’s broader financial life.

Collaborate With Outside Professionals

Our clients frequently work with multiple professional advisors. You will help coordinate planning strategies with:

* CPAs and tax professionals

* Estate planning attorneys

* Business attorneys

* Insurance professionals

* Other legal, tax, and family wealth specialists

Success in this role requires the confidence and communication skills to engage as a peer with sophisticated outside professionals and help align everyone around the client’s objectives.

Build the Function and Shape What Comes Next

Bellwether Wealth is established, successful, and still building.

With approximately $900 million in AUM, we are investing in the people, technology, processes, and expertise required for our next stage of growth. The Director of Financial Planning will have meaningful influence over how that growth takes shape.

You will help determine:

* How financial planning is structured across the firm

* How responsibilities are divided between advisors and planning professionals

* Which planning capabilities Bellwether should develop internally

* Where technology and automation can improve the client and team experience

* How planning opportunities are identified, managed, and measured

* What resources advisors need to deliver better advice

* When additional planning professionals should join the team

* How the firm can build a planning platform capable of supporting a significantly larger organization

This is a builder’s role. You will have the authority to challenge existing assumptions, introduce better ways of working, and create a planning function that reflects the quality and ambition of Bellwether Wealth.

What We’re Looking For

We are looking for a seasoned financial planning professional who is energized by complexity, trusted by clients, and motivated by the opportunity to build.

The ideal candidate will bring:

* Significant experience in comprehensive financial planning and wealth management

* Experience advising high-net-worth or ultra-high-net-worth clients

* Strong technical knowledge across tax, estate, retirement, insurance, investment, and cash-flow planning

* Excellent analytical, strategic, and problem-solving skills

* The ability to translate complex strategies into clear, practical recommendations

* Strong written and verbal communication skills

* Executive presence and confidence in meetings with clients, advisors, CPAs, and attorneys

* A collaborative approach to working across disciplines

* Strong organizational, project management, and leadership skills

* The ability to create processes, establish standards, and build a function

* The judgment to know when to lead, when to advise, and when to bring others into the conversation

Preferred Qualifications

* CFP® certification strongly preferred

* 7–10+ years of relevant wealth management or advanced financial planning experience preferred

* Experience working with complex, high-net-worth client relationships

* Advanced credentials such as CPA, CFA, CPWA®, ChFC®, JD, or a master’s degree in financial planning, taxation, accounting, or a related discipline are a plus

* Experience with financial planning technology such as eMoney is beneficial

* Experience developing planning processes, teams, or service models is highly valued

Compensation

Bellwether Wealth offers a highly competitive compensation package commensurate with experience, credentials, and qualifications.

Target base salary: approximately $150,000, plus performance-based incentive compensation and benefits.

Why Bellwether Wealth

This is an opportunity to make an impact that will be visible in every part of the firm.

You will work with sophisticated clients on meaningful financial decisions. You will collaborate with experienced advisors and investment professionals. You will have direct access to firm leadership and the autonomy to shape a critical capability. And you will help build the planning infrastructure that supports Bellwether Wealth’s next stage of growth.

You will not be asked simply to maintain an existing process. You will be trusted to improve it, expand it, and define what exceptional financial planning looks like at Bellwether.

If you are a technically accomplished planner who wants broader influence, greater ownership, and the opportunity to build something lasting, we would like to talk with you.