Director of Financial Planning

About This Role

This new role is responsible for shaping and overseeing Wealthspire’s comprehensive financial planning strategy, technology, standards, and overall experience across clients, prospective clients, and colleagues. The Director will partner with leadership, develop advisor capabilities, align planning with growth objectives, and represent the firm as a thought leader in the industry.

Responsibilities

• Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards, ensuring exceptional and consistent client experiences
• Oversee the firm’s financial planning technology, processes, and deliverables to drive both client satisfaction and operational efficiency
• Act as the firm’s lead technical planning resource, providing expertise on complex, high-net-worth cases, supporting advisors in delivering advanced strategies to clients, and participating in client meetings and conversations as needed
• Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives, while ensuring compliance with regulatory requirements and firm policies, identifying new service models, operational efficiencies, and revenue opportunities
• Design and oversee advisor development programs, partnering with the Head of Advisor Success, Office and Regional Leaders to evaluate planning skills and advance team capabilities
• Develop and lead the firm’s financial planning thought leadership efforts, collaborating with marketing to produce and distribute content that enhances the firm’s reputation and client engagement
• Serve as a visible leader in the industry, representing the firm at conferences, networking events, and in professional publications
• Stay current on regulatory changes, industry trends, and financial planning strategies to guide firm practices
• Remain current with all CFP continuing education requirements

Requirements

• 10+ years of financial planning experience
• CFP® (Certified Financial Planner) certification
• Strong knowledge of financial planning principles, tools, and regulatory environment
• Proven ability to build trust and maintain high levels of client satisfaction
• Demonstrated ability to lead through influence and build strong cross-functional partnerships
• Team player and supportive colleague
• Excellent interpersonal and communication skills, both verbal and written
• Outstanding time management and organization skills

Qualifications

• Bachelor’s degree in business, accounting, finance, economics, or related field
• At least 10 years of financial planning experience required

Nice to Have

• Additional experience or expertise in estate planning or income tax
• Experience with MoneyGuidePro and eMoney

Skills

* Required skills

Benefits

Certifications