Head of Financial Planning

Head of Planning – Multi-Office Wealth Management RIA

Compensation: $170,000–$220,000 base + 10%–20% target annual incentive + comprehensive benefits

Location: In person – Red Bank, NJ; Cleveland, OH; or Charleston, SC

Our client is growing, and we’re hiring a Head of Planning to lead the charge.

We’re a multi-office, SEC-registered RIA with a mission to make comprehensive wealth management simple. If you love solving complex planning puzzles and coaching others to grow, we want to talk.

Why this role?

• Lead the paraplanning team as a hands-on player/coach
• Own select HNW and UHNW planning cases, from retirement income to Roth conversions to estate coordination
• Build consistent, scalable planning standards across partner offices
• Shape how technology and responsible AI power the planning process
• Join a collaborative, people-first culture at a high-growth moment

What you bring:

• 10+ years of financial planning experience, including high net worth clients
• CFP® designation in good standing
• Experience leading or mentoring planners or paraplanners
• Advanced eMoney (or equivalent) proficiency
• A fiduciary, client-first mindset and the ability to make complexity simple

What we offer:

• $170,000–$220,000 base salary
• 10%–20% target annual incentive
• Comprehensive benefits (details shared during the interview process)
• Approximately one trip per month to partner offices

Sound like you? Let’s talk.

Tagged as: Financial Modeling, Make