Director of Wealth Planning

Buda, TX | Hybrid (In-Office Mon-Thu, Remote Fri)

About the Role

A well-established and growing financial services firm with a large, dedicated advisor network is hiring a Director of Wealth Planning to lead advanced planning strategy and support their advisors and clients directly. This is a rare opportunity to build and shape a department from the ground up, with real autonomy and visibility to leadership.

Responsibilities

• Serve as a go-to planning resource for a large network of financial advisors, helping them solve complex client planning needs
• Build comprehensive financial plans across investment, tax, estate, retirement, and insurance disciplines
• Meet directly with advisors and their clients to present strategies and recommendations with confidence and clarity
• Own the planning tech stack, evaluating and recommending new tools and platforms
• Develop new planning frameworks, whitepapers, and client-facing deliverables
• Mentor and guide a growing team, starting with one direct report
• Lead special projects that advance the department's goals and help relaunch and grow the function
• Stay current on planning regulations, market trends, and how AI is shaping the future of the profession

Requirements

• CFP required
• 7+ years of financial planning experience with a track record of executing sophisticated strategies
• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• Proficiency in planning software such as MoneyGuidePro, eMoney, RightCapital, or Holistiplan, plus advanced Excel modeling
• Experience with High Net Worth clients ($10M+) preferred
• Strong presentation skills and the ability to build trust with advisors and investors alike
• A self-starter mentality with the initiative to take ownership and run with it

Benefits

• Competitive base salary plus annual incentive bonus (20%)
• A team that cares about their people and invests in their growth
• High visibility role with a direct line to senior leadership
• The chance to build and shape a department rather than just fill a seat

Pay

$125K - $150K+ Base + 20% Bonus