Head of Financial Planning

Job Description

Head of Planning – Multi-Office Wealth Management RIA

Compensation: $170,000–$220,000 base + 10%–20% target annual incentive + comprehensive benefits

Location: In person – Red Bank, NJ; Cleveland, OH; or Charleston, SC

Our client is growing, and we’re hiring a Head of Planning to lead the charge.

We’re a multi-office, SEC-registered RIA with a mission to make comprehensive wealth management simple. If you love solving complex planning puzzles and coaching others to grow, we want to talk.

Why this role?

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• Lead the paraplanning team as a hands-on player/coach
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• Own select HNW and UHNW planning cases, from retirement income to Roth conversions to estate coordination
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• Build consistent, scalable planning standards across partner offices
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• Shape how technology and responsible AI power the planning process
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• Join a collaborative, people-first culture at a high-growth moment
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What you bring:

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• 10+ years of financial planning experience, including high net worth clients
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• CFP® designation in good standing
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• Experience leading or mentoring planners or paraplanners
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• Advanced eMoney (or equivalent) proficiency
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• A fiduciary, client-first mindset and the ability to make complexity simple
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What we offer:

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• $170,000–$220,000 base salary
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• 10%–20% target annual incentive
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• Comprehensive benefits (details shared during the interview process)
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• Approximately one trip per month to partner offices
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Sound like you? Let’s talk.