Financial Planning Director (NJ)

Atlas Search; Shrewsbury (NJ); On-site; USD 160,000 - 220,000; Full time

Job summary

Atlas Search is seeking a Director of Financial Planning to lead and develop a team while personally handling sophisticated planning for high-net-worth clients. The role is based on-site in the New York City metro area, with travel to other offices, and requires a fiduciary, client-first approach.

You will coach paraplanners, manage workload, and ensure planning quality and consistency across offices, including retirement income, tax strategies, and estate coordination.

Qualifications

• 10+ years of financial planning experience serving HNW clients.
• Experience leading and coaching a paraplanning team.
• Deep knowledge of tax, estate and retirement income planning.

Responsibilities

• Lead, coach and evaluate a paraplanner team with a defined path to independence.
• Direct planning for complex HNW/UHNW clients including retirees and business owners.
• Address retirement income, Roth conversions, tax strategy, equity compensation, and estate coordination.
• Review plans before advisors/clients and serve as a technical resource on difficult questions.
• Set planning process standards across offices with QC checklists.
• Manage workload so advisors get timely support.
• Join client and prospect meetings on key cases.
• Improve workflows and technology, including automation and AI with human review.

Skills

Financial planning

Team leadership

Paraplanner coaching

Tax planning

Estate planning

Retirement income planning

eMoney

Planning software

Tools

eMoney

Portfolio analytics software

Job description

Atlas Search is partnering with an SEC-registered investment adviser on a confidential search for a Director of Financial Planning. This is a player/coach seat: you will personally run planning on the firm's more sophisticated high-net-worth cases while leading and developing a team of paraplanners, and you will own planning quality and consistency across offices.

Location

Shrewsbury, NJ (5 days/week onsite)

Compensation

$160,000 to $220,000

What You'll Do

• Lead, coach and evaluate a team of paraplanners, with clear expectations and a defined path toward independent planning
• Handle planning directly for complex HNW and UHNW households, including retirees and business owners
• Work through retirement income, Roth conversions and broader tax strategy, equity compensation, and estate coordination
• Review plans before they go to advisors or clients, and serve as the go-to technical resource on difficult questions
• Set planning process and deliverable standards across offices, building quality-control checklists alongside Compliance
• Manage workload and capacity so advisors get timely support
• Join client and prospect meetings on key cases
• Improve planning workflows and technology, including automation and AI with human review

What We're Looking For

• 10+ years of financial planning experience serving HNW clients
• Prior experience leading, coaching or mentoring planners or a paraplanning team
• Deep technical knowledge of tax, estate and retirement income planning
• Advanced proficiency in eMoney or comparable planning software
• Ability to translate complex planning into plain language, in writing and in person
• Fiduciary, client-first approach to advice

Preferred

• Background at a multi-office RIA
• Has built a training curriculum or QC process before
• Working knowledge of Medicare/IRMAA, Social Security and insurance-driven planning strategies
• Experience with tax-planning and portfolio analytics software

The Environment

Our client is a multi-office SEC-registered investment adviser serving families and individuals. This role is on-site at an office in the New York City metro area (New York City or Shrewsbury, New Jersey), with regular travel to other offices.

The annual base salary range is $150,000 to $200,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.