Director of Financial Planning (NJ)

Our client, an SEC-registered wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, and business owners, is hiring a Director of Financial Planning. This is a player/coach role. You’ll lead and develop the firm’s paraplanning team, own planning quality and consistency across offices, and personally handle the firm’s most complex client cases.

Location: Red Bank, NJ

Compensation: $170,000 to $220,000

What You’ll Do

• Lead, coach, and evaluate a team of paraplanners, with clear expectations, regular feedback, and defined growth paths
• Build a training and leveling framework that develops paraplanners from plan production into independent planning
• Manage team workload and capacity so advisors get timely, accurate planning support
• Review plans and deliverables before they go to advisors or clients
• Personally plan complex HNW and UHNW cases, including retirement income, Roth conversions and tax strategy, equity compensation, business-owner planning, and estate coordination
• Act as the go-to technical resource for advisors and paraplanners, and join key client and prospect meetings on complex cases
• Define a consistent planning process, deliverable standards, and quality-control checklists in partnership with Compliance
• Own planning software workflows and find practical uses for automation and AI, with human review built in
• Work with firm leadership on planning strategy, staffing, and team performance, and collaborate with investment, tax, insurance, compliance, legal, and operations colleagues

What We’re Looking For

• 8+ years of hands-on financial planning experience at a wealth management firm or RIA
• Planning experience with both high-net-worth and traditional client relationships
• CFP® designation in good standing
• Deep technical expertise in retirement income, tax, and estate planning
• Experience managing or mentoring planners or paraplanners
• Advanced proficiency in eMoney or comparable planning software
• Ability to explain complex planning concepts in plain language, in writing and in person
• A fiduciary, client-first approach to advice

Preferred

• An additional credential (CPA, CFA, EA, CLU, ChFC, or JD) or an advanced degree
• Experience at a multi-office RIA
• Experience building training programs or quality-control frameworks
• Working knowledge of Social Security, Medicare/IRMAA, and insurance-based planning strategies

The Environment

An SEC-registered RIA with advisors across multiple offices, offering comprehensive planning and investment management to affluent families and business owners. This role is based in Red Bank, NJ.

Tagged as: Financial Modeling