Head of Financial Planning & Client Experience

Modern Wealth Management, LLC; Mesa (AZ); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Modern Wealth Management, LLC in Mesa, AZ seeks a Head of Financial Planning to lead the firm’s planning function and elevate client engagement. This role partners with Client Experience, Advantage Offerings, and Growth to deliver a unified planning experience.

You will set standards, scale delivery, coach Advisors, and drive growth through planning-led conversations. Requires 10+ years in financial planning or related fields; Bachelor's in Finance or Accounting; strong regulation knowledge;

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• Minimum of 10 years of experience in financial planning, tax advisory, or a related role
• Strong understanding of financial planning regulations and compliance requirements
• Proven ability to coach, influence, and enable Advisors in a client‑facing environment
• Strong leadership, communication, and cross‑functional collaboration skills

Responsibilities

• Define, implement, and maintain firmwide financial planning standards aligned with regulatory and fiduciary requirements
• Ensure consistent adoption of planning standards across all offices through documented workflows, templates, and quality reviews
• Establish and maintain transition standards for incoming Advisors, including clear planning software adoption milestones and support expectations
• Partner with Client Experience leadership to fully integrate financial planning into the end‑to‑end client journey
• Embed financial planning into each Advantage Offering to reinforce client understanding and engagement
• Increase adoption and ongoing utilization of the firm’s preferred financial planning software
• Monitor and improve planning delivery consistency, planning volume, and documented outcomes
• Coach Advisors on positioning financial planning as a core value driver in client and prospect conversations
• Improve Advisor proficiency related to planning competencies and planning‑led engagement
• Serve as a subject‑matter expert and escalation resource for complex planning scenarios
• Lead, mentor, and develop the financial planning team
• Contribute to firm‑wide strategy, innovation, and growth initiatives as a senior leader

Skills

Leadership

Communication

Cross-functional collaboration

Coaching

Client-facing experience

Education

Bachelor’s degree in Finance or Accounting

Job description

Modern Wealth Management, LLC in Mesa, AZ seeks a Head of Financial Planning to lead the firm’s planning function and elevate client engagement. This role partners with Client Experience, Advantage Offerings, and Growth to deliver a unified planning experience.

You will set standards, scale delivery, coach Advisors, and drive growth through planning-led conversations. Requires 10+ years in financial planning or related fields; Bachelor's in Finance or Accounting; strong regulation knowledge;