Vice President of Financial Planning
LHH
Vice President of Financial Planning
Position: Vice President of Financial Planning
Location: Farmingdale, NY - mainly working remote and commuting to the office as needed. Must live in the metro NY area and have a reasonable commute to the office.
Salary: 180k-210k plus bonus and incentive plan
Summary: LHH Recruitment Solutions is partnering with a leading financial institution on Long Island to hire a Vice President of Financial Planning.
This is a senior leadership role responsible for driving the growth, performance, and overall success of the organization's investment services program.
Position Overview
The Vice President of Financial Planning will serve as a key leader, responsible for executing a strategic vision focused on expanding advisor headcount, increasing revenue, and enhancing client engagement. This role will also ensure operational excellence, regulatory compliance, and the development of a high-performing advisory team.
Key Responsibilities
- Lead and execute a comprehensive sales and growth strategy to drive revenue, advisor productivity, and client engagement
- Establish performance metrics, accountability standards, and sales expectations for advisors and support teams
- Drive recruiting efforts to build a strong pipeline of experienced advisors and emerging talent
- Oversee onboarding programs to accelerate advisor productivity and integration
- Provide ongoing coaching and mentorship, focusing on business development, book-building, and relationship management
- Identify advisor book acquisition opportunities and support financial analysis for strategic growth decisions
- Partner cross-functionally with retail banking, marketing, and leadership teams to drive referrals and enhance the client experience
- Ensure all sales practices align with regulatory requirements and internal compliance standards
- Monitor KPIs, sales performance, forecasting, and production analytics to inform executive decision-making
Qualifications
- FINRA Series 7, 63, and 24 licenses required
- Life, Accident & Health Insurance License required
- Strong leadership background within financial services, wealth management, or investment programs
- Proven ability to drive sales growth and develop high-performing teams
- Strong analytical, strategic thinking, and relationship management skills
- Proficiency in Microsoft Office and general business systems
Additional Details
- Location: Long Island, NY
- Travel: Approximately 15%
- Full supervisory responsibility with direct leadership of advisory teams
Vacancy posted 4 days ago
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