Overview
We are seeking an experienced Director of Financial Planning to lead client-facing financial planning initiatives while driving revenue growth and sales strategy. This role combines advanced financial planning expertise with sales leadership, advisor support, and business development. The Director of Financial Planning will also play a critical role in designing and overseeing sales compensation plans that align advisor behavior with firm growth objectives. Responsibilities
Lead the development and delivery of comprehensive financial plans, including retirement, estate, tax-aware strategies, and risk management Partner with advisors on client meetings, plan presentations, and closing opportunities to drive revenue Lead the design, implementation, and ongoing optimization of sales compensation plans for financial planning and advisory teams Ensure compensation structures align with growth targets, compliance requirements, and advisor incentives Drive financial planning revenue through new client acquisition and expansion of existing client relationships Build scalable financial planning processes, tools, and workflows Mentor and support advisors and planners to improve technical depth, sales effectiveness, and client outcomes Collaborate with leadership on pricing strategy, performance metrics, and growth initiatives Maintain compliance with regulatory, fiduciary, and internal standards Track and report financial planning revenue, sales performance, and compensation effectiveness Compensation
Competitive base salary plus performance-based sales compensation Incentive compensation tied to financial planning revenue, client conversions, and advisor production Total compensation is uncapped and aligned with individual and firm performance Required Qualifications
7+ years of experience in financial planning, wealth management, or advisory services Proven success in revenue-generating, client-facing planning roles Strong understanding of retirement planning, estate planning, tax strategies, and insurance solutions Excellent communication, leadership, and presentation skills
#J-18808-Ljbffr
We are seeking an experienced Director of Financial Planning to lead client-facing financial planning initiatives while driving revenue growth and sales strategy. This role combines advanced financial planning expertise with sales leadership, advisor support, and business development. The Director of Financial Planning will also play a critical role in designing and overseeing sales compensation plans that align advisor behavior with firm growth objectives. Responsibilities
Lead the development and delivery of comprehensive financial plans, including retirement, estate, tax-aware strategies, and risk management Partner with advisors on client meetings, plan presentations, and closing opportunities to drive revenue Lead the design, implementation, and ongoing optimization of sales compensation plans for financial planning and advisory teams Ensure compensation structures align with growth targets, compliance requirements, and advisor incentives Drive financial planning revenue through new client acquisition and expansion of existing client relationships Build scalable financial planning processes, tools, and workflows Mentor and support advisors and planners to improve technical depth, sales effectiveness, and client outcomes Collaborate with leadership on pricing strategy, performance metrics, and growth initiatives Maintain compliance with regulatory, fiduciary, and internal standards Track and report financial planning revenue, sales performance, and compensation effectiveness Compensation
Competitive base salary plus performance-based sales compensation Incentive compensation tied to financial planning revenue, client conversions, and advisor production Total compensation is uncapped and aligned with individual and firm performance Required Qualifications
7+ years of experience in financial planning, wealth management, or advisory services Proven success in revenue-generating, client-facing planning roles Strong understanding of retirement planning, estate planning, tax strategies, and insurance solutions Excellent communication, leadership, and presentation skills
#J-18808-Ljbffr