Head of Financial Planning

Primary Duties / Key Responsibilities

• Define, implement, and maintain firmwide financial planning standards aligned with regulatory and fiduciary requirements
• Ensure consistent adoption of planning standards across all offices through documented workflows, templates, and quality reviews
• Establish and maintain transition standards for incoming Advisors, including clear planning software adoption milestones and support expectations
• Partner with Client Experience leadership to fully integrate financial planning into the end-to-end client journey
• Embed financial planning into each Advantage Offering to reinforce client understanding and engagement
• Increase adoption and ongoing utilization of the firm’s preferred financial planning software
• Monitor and improve planning delivery consistency, planning volume, and documented outcomes
• Coach Advisors on positioning financial planning as a core value driver in client and prospect conversations
• Improve Advisor proficiency related to planning competencies and planning-led engagement
• Lead, mentor, and develop the financial planning team
• Contribute to firm-wide strategy, innovation, and growth initiatives as a senior leader

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• CFP® certification required
• Minimum of 10 years of experience in financial planning, tax advisory, or a related role
• Strong understanding of financial planning regulations and compliance requirements
• Proven ability to coach, influence, and enable Advisors in a client-facing environment
• Strong leadership, communication, and cross-functional collaboration skills