Head of Financial Planning

The Well; Charleston (SC); Vor Ort; USD 180.000 - 280.000; Vollzeit

Benefits dieser Stelle

10%-20% incentive

Zusammenfassung

The Well, a multi-office, SEC-registered wealth management RIA, is seeking a Head of Planning to lead the paraplanning team and serve as hands-on coach. You will own select high net worth and ultra-high net worth planning cases, from retirement income planning to Roth conversions and estate coordination, and help build scalable standards across partner offices.

This role is based in Red Bank, NJ; Cleveland, OH; or Charleston, SC.

Qualifikationen

• 10+ years of financial planning experience with high net worth clients.
• Experience leading or mentoring planners or paraplanners.
• Advanced eMoney proficiency or equivalent.

Aufgaben

• Lead paraplanning team as hands-on coach.
• Own select high-net-worth planning cases from retirement income to Roth conversions to estate coordination.
• Build scalable planning standards across partner offices.
• Shape how technology and responsible AI power the planning process.
• Join a collaborative, people-first culture during high growth.

Kenntnisse

Financial planning

Leadership / mentoring

Fiduciary mindset

Tools

eMoney

Jobbeschreibung

Head of Planning – Multi-Office Wealth Management RIA

Location: In person - Red Bank, NJ; Cleveland, OH; or Charleston, SC

Our client is growing, and we’re hiring a Head of Planning to lead the charge.

We’re a multi-office, SEC-registered RIA with a mission to make comprehensive wealth management simple. If you love solving complex planning puzzles and coaching others to grow, we want to talk.

Why this role?

• Lead the paraplanning team as a hands-on player/coach
• Own select HNW and UHNW planning cases, from retirement income to Roth conversions to estate coordination
• Build consistent, scalable planning standards across partner offices
• Shape how technology and responsible AI power the planning process
• Join a collaborative, people-first culture at a high-growth moment

What you bring:

• 10+ years of financial planning experience, including high net worth clients
• Experience leading or mentoring planners or paraplanners
• Advanced eMoney (or equivalent) proficiency
• A fiduciary, client-first mindset and the ability to make complexity simple

What we offer:

• 10%-20% target annual incentive
• Comprehensive benefits (details shared during the interview process)
• Approximately one trip per month to partner offices