Associate Director of Advanced Planning (scaling RIA)
CV Bridge, Orange, CA, United States
Comp:
$150k–$250k base + bonuses (cash potential up to ~$350k)
Location:
Orange County, CA
A prominent, fast-growing RIA is seeking an Advanced Planning Associate Director to serve its most complex UHNW clients. This is a senior, client-facing role for a planning architect embedded within a sophisticated advisory platform known for strong leadership, disciplined investment thinking, and a collaborative planning infrastructure.
If you are already operating in advanced estate planning but seeking stronger long-term alignment in culture, leadership, and vision, this opportunity is worth exploring. We are conducting a streamlined three-interview process.
Responsibilities
Lead complex financial and estate planning engagements for UHNW households
Coordinate with estate attorneys and external advisors
Partner closely with internal Tax and Risk teams to support integrated client delivery
Collaborate with advisors and report to the Director
Ideal Background
5+ years within an RIA, private bank, or dedicated Advanced Planning function
CFP required (JD, CPWA, AEP, ChFC considered)
Deep expertise in strategic complex advanced estate planning, wealth transfer, tax-efficient giving, and trust design for complex, UNHW families
Confident leading planning discussions directly with clients and their outside advisors
Experience with eMoney financial planning software
Experience planning for UHNW clients with $50M–$200M in assets
Compensation & Benefits
$150,000–$250,000 base (depending on experience)
Discretionary bonus 20% + planning based bonuses
Total cash potential up to ~$350,000
401(k) with employer contribution
Medical, Dental, Vision (strong employer subsidy for employees/dependents)
PTO flexible
Snapshot of Your First 180 Days
Month 1:
Develop a deep understanding of the firm’s clients, collaborate closely with internal teams, and embrace the firm's planning philosophy
Month 3:
Begin leading planning engagements and build strong, in-person relationships with the families you serve
Month 6:
Contribute meaningful, strategic insights that advisors rely on and clients value.
$150k–$250k base + bonuses (cash potential up to ~$350k)
Location:
Orange County, CA
A prominent, fast-growing RIA is seeking an Advanced Planning Associate Director to serve its most complex UHNW clients. This is a senior, client-facing role for a planning architect embedded within a sophisticated advisory platform known for strong leadership, disciplined investment thinking, and a collaborative planning infrastructure.
If you are already operating in advanced estate planning but seeking stronger long-term alignment in culture, leadership, and vision, this opportunity is worth exploring. We are conducting a streamlined three-interview process.
Responsibilities
Lead complex financial and estate planning engagements for UHNW households
Coordinate with estate attorneys and external advisors
Partner closely with internal Tax and Risk teams to support integrated client delivery
Collaborate with advisors and report to the Director
Ideal Background
5+ years within an RIA, private bank, or dedicated Advanced Planning function
CFP required (JD, CPWA, AEP, ChFC considered)
Deep expertise in strategic complex advanced estate planning, wealth transfer, tax-efficient giving, and trust design for complex, UNHW families
Confident leading planning discussions directly with clients and their outside advisors
Experience with eMoney financial planning software
Experience planning for UHNW clients with $50M–$200M in assets
Compensation & Benefits
$150,000–$250,000 base (depending on experience)
Discretionary bonus 20% + planning based bonuses
Total cash potential up to ~$350,000
401(k) with employer contribution
Medical, Dental, Vision (strong employer subsidy for employees/dependents)
PTO flexible
Snapshot of Your First 180 Days
Month 1:
Develop a deep understanding of the firm’s clients, collaborate closely with internal teams, and embrace the firm's planning philosophy
Month 3:
Begin leading planning engagements and build strong, in-person relationships with the families you serve
Month 6:
Contribute meaningful, strategic insights that advisors rely on and clients value.