Financial Planning and Advanced Planning Lead

Y-Axis; Des Moines (IA); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) plan with company contributions

PTO and paid holidays

Employee Assistance Program

Job summary

Financial Integrators seeks a strategic Financial Planning and Advanced Planning Lead to architect and deliver scalable planning for complex business-owner clients. You will guide cross-functional collaboration among tax, legal, and investment teams and own technology-enabled planning delivery.

You will lead a skilled team, drive continuous improvement, and ensure a superior client experience through rigorous planning standards and advanced tools such as Money Guide Pro and eMoney.

Qualifications

• CFP® certification required.
• Leadership experience with cross-functional teams in financial services.
• Strong ability to translate complex tax, legal, and wealth concepts for clients.

Responsibilities

• Design, document, and champion the firm’s advanced planning service models.
• Own integration and delivery of advanced planning for complex business-owner clients.
• Lead high-performing planning teams and ensure operational consistency across the firm.

Skills

Financial Planning

Advanced Planning

Business Owner Client Solutions

Ownership Transitions

Cash Flow Optimization

Wealth Preservation

Team Leadership

Exit Planning

Succession Planning

eMoney

Money Guide Pro

Tax Strategy

Legal Integration

Investment Strategy

Operational Consistency

Client Experience Design

Education

CFP®

JD

CPA

ChFC®

LLM

Tools

Money Guide Pro

eMoney

Job description

Financial Planning and Advanced Planning Lead at Financial Integrators

Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

115000.0

Posted On

09 Jul, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

• Financial Planning
• Advanced Planning
• Business Owner Client Solutions
• Ownership Transitions
• Cash Flow Optimization
• Wealth Preservation
• Team Leadership
• Exit Planning
• Succession Planning
• eMoney
• Money Guide Pro
• Tax Strategy
• Legal Integration
• Investment Strategy
• Operational Consistency
• Client Experience Design

Description

Description DescriptionWe are seeking a strategic, results-oriented Financial Planning and Advanced Planning Lead to join our leadership team.

In this role, you will be the architectural force behind our firm’s sophisticated planning offering.

You will own the integration, scalability, and technical delivery of our advanced planning services, ensuring that we provide seamless, high-impact solutions for our most complex business-owner clients.

You will lead a high-performing team, fostering technical excellence and operational consistency across the firm.Location: This position is based in Des Moines, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.

What You’ll DoService Model Development & Process OwnershipDesign, document, and champion the firm’s advanced planning service models.

Drive continuous improvement of these models to ensure scalability, quality control, and a consistent client experience across the organization.

Complex Business Owner Client SolutionsServe as the senior subject matter expert for business owner clients.

Architect sophisticated strategies regarding ownership transitions, cash flow optimization, and multi-generational wealth preservation for complex organizational structures.

Advanced Financial Planning IntegrationFacilitate the seamless integration of advanced planning services across all Subject Matter Expert (SME) teams.

Act as the connective tissue between planning, tax, legal, and investment teams to ensure comprehensive, holistic client outcomes.

Financial Planning Tools & Technology AdoptionOversee the firm’s technology stack, with a primary focus on Money guide pro and related planning platforms.

Ensure team-wide proficiency and effective usage of these tools to deliver data-driven, consistent, and high-quality planning output.

Lead, Manage, and Hold Accountable (LMA)Directly lead, mentor, and manage a team of planning professionals.

Foster a culture of accountability, continuous professional development, and alignment with the firm's overarching performance goals.

Exit & Succession Planning (CEPA)Lead the firm’s Certified Exit Planning Advisor (CEPA) methodology.

Integrate exit planning into the standard financial planning lifecycle, ensuring that CEPA-driven insights are fully reflected in eMoney reports and overall portfolio strategies.

What’s in it for you?

We provide a total rewards package focused on your health, family, and financial security.

• This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance.
• We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave.
• Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation

The anticipated salary for this position is $90,000-$115,000, based on your level of experience and technical expertise.RequirementsExperience: 8+ years in comprehensive financial planning, specifically working with ultra-high-net-worth and business-owner clients.

Requirements

Credentials: CFP® required. JD, LLM, CPA, or ChFC® are highly preferred.

Leadership: Proven track record in managing direct reports and leading cross-functional teams within a financial services environment.

Technical Proficiency: Expert-level fluency in eMoney and institutional retirement plan design software.

Communication: Ability to distill complex tax, legal, and business-transition concepts into actionable strategies for clients and internal stakeholders.

Physical Requirements:Ability to stand or sit for extended periods of time in an office environment.

Working on a computer for extended periods of time.

Ability