Director, Financial Planning

Key Responsibilities

• Lead the planning team—manage, mentor, and develop a team of analysts and planners, providing technical guidance, workflow oversight, and performance feedback.
• Establish a standardized planning process—build and maintain a structured, repeatable process for plan creation, updates, and delivery, ensuring alignment with CEO directives.
• Quality control—review plans for accuracy, completeness, and adherence to Team standards before delivery to clients.
• Training & development—create training opportunities for new analysts, including technical skills, planning philosophy, and client communication.
• Create comprehensive financial plans—independently build full financial plans within 9-12 months, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.
• Oversee complex casework—serve as the escalation point for sophisticated planning scenarios requiring advanced technical expertise.
• Develop planning tools proficiency—maintain expert-level proficiency in RightCapital and other planning systems; guide team members in best practices.
• Partner with Relationship Managers to ensure timely follow-up on client requests and seamless integration of planning into the client experience.
• Prepare planning deliverables—oversee creation of reports, summaries, and visual materials that clearly communicate recommendations and progress toward client goals.
• Support strategic initiatives—collaborate with Leadership on planning-related projects, technology enhancements, and process improvements.

Qualifications & Skills

• CFP certification (active and in good standing).
• 5+ years of financial planning experience, including direct plan creation and client-facing planning discussions.
• Leadership experience—managing, coaching, or mentoring planning staff.
• Strong analytical skills with the ability to interpret and present complex financial information.
• Excellent written and verbal communication skills.
• High attention to detail, accuracy, and organization.
• Proficiency with RightCapital (preferred) and Microsoft Office suite.
• Demonstrated professionalism, sound judgment, and commitment to client confidentiality.
• Experience building or scaling a planning department (preferred).
• Familiarity with Salesforce or similar CRM systems.

Benefits

We are committed to providing all employees with the following benefits:

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

About the Role

The Director of Financial Planning leads WaFd Wealth's financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building, implementing, and enforcing a structured, repeatable planning process as directed by the CEO, ensuring consistency, quality, and a premium client experience across all planning engagements.