Job Description

About Us

We are a fast-growing Registered Investment Advisor (RIA) managing approximately $600 million in assets. Our firm delivers a signature financial planning experience Wealth Designed, and we are rapidly scaling our team, systems, and impact. We are seeking a seasoned, strategic, and collaborative Director of Financial Planning to lead this growth with us.

The Director of Financial Planning will take full ownership of our financial planning deliverable, Wealth Designed, while managing a team of Lead Advisors, overseeing our planning processes and tech stack, and collaborating across departments to drive high-quality client outcomes. This is a fully remote leadership position with strong potential for long-term growth and influence.

Key Responsibilities

• Lead the development and delivery of Wealth Designed, our comprehensive financial planning service
• Manage and mentor our team of Lead Advisors, holding them accountable to planning standards and timelines
• Sit second seat in client meetings as needed and provide backup coverage when advisors are out of the office
• Oversee and optimize our financial planning tech stack and workflow processes
• Serve as a key liaison between the Financial Planning department and Operations, Sales, and Technology teams
• Collaborate with Sales & Marketing to develop financial planning-related content (e.g., articles, videos, webinars)
• Ensure high-quality, scalable, and compliant planning processes across the firm

Qualifications

• CFP® certification required
• Master’s in Financial Planning or related field is a strong plus
• 7+ years of experience in financial planning, including team leadership and client service
• Deep knowledge of planning tools such as MoneyGuidePro, Orion, Riskalyze, Holistiplan, etc.
• Strong communication, leadership, and project management skills
• Demonstrated ability to lead remote teams and collaborate across functions

Compensation & Benefits

• Base salary: $125,000 – $150,000, depending on experience
• Performance-based bonus opportunity
• Fully remote work environment
• Opportunities for professional growth and advancement
• Supportive, collaborative team culture focused on client success

What We Offer

You’ll join a supportive, collaborative team focused on client success and professional growth.

We provide a positive work environment, ongoing training, and all the tools and support you need to succeed.

Benefits

• 401(k) with Profit Sharing
• Health, Dental, Vision, Life Insurance
• Paid Time Off
• Paid Family Leave
• Flexible Remote Work (Local Southern CA preference)
• Tuition Reimbursement

About Us

We aim to advise 1,000 households and manage over $1 billion in assets under management (AUM). Currently, we serve 450+ families and businesses, with over $630 million in AUM (as of October 2025).

Core Values

• Clients’ Best Interest First
• Accountability
• Reputation
• Fun
• Integrity and Honesty
• Passion

Join Us

This is a high-impact leadership role at a firm that is growing quickly and investing in its people. If you are a strategic thinker who thrives on mentoring others and driving operational excellence in financial planning, we’d love to hear from you.