HNW Financial Planning Director & Lead Coach (Onsite)

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 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.