Senior Central Planning Lead

Poweredbyconcurrent; San Diego (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Poweredbyconcurrent is seeking a Director, Central Planning in San Diego to lead senior paraplanning and advisor-support activities. You will deliver comprehensive financial planning analyses, retirement and tax-aware planning, and estate coordination, helping advisors scale their practices with high-quality planning support.

You will guide planning workflows, templates, and training, while collaborating with Investments, Operations, Insurance, Compliance, and Technology teams to ensure

Qualifications

• Bachelor’s degree in finance, financial planning, business administration, or related field
• Minimum of seven years of experience in financial planning, paraplanning, or advisor support environments within an RIA or wealth management firm
• Demonstrated experience preparing comprehensive financial planning analyses and advisor-facing planning deliverables
• Strong understanding of: retirement planning, tax planning concepts, estate and trust planning coordination, insurance planning, and investment planning integration
• CFP® certification strongly preferred
• Advanced planning experience supporting high-net-worth or ultra-high-net-worth clients preferred
• Experience working within a centralized planning or ensemble advisory environment preferred
• Familiarity with MoneyGuidePro, eMoney, RightCapital, Black Diamond, Practifi/Salesforce, Fidelity, Schwab, Holistiplan, Wealth.com, IncomeLab, and related planning platforms preferred

Responsibilities

• Provide comprehensive financial planning and paraplanning support to Financial Advisors and planning teams across a broad range of client planning needs and complexities
• Support delivery of financial planning services in alignment with the CFP Board’s financial planning process, including: understanding client circumstances, identifying goals, analyzing current strategies and alternatives, developing planning recommendations, supporting presentation of planning strategies, coordinating implementation activities, and assisting with ongoing monitoring and updates
• Gather, organize, and analyze client financial data and documentation to support development of comprehensive planning recommendations
• Prepare financial plans, investment analyses, retirement projections, tax-aware planning analyses, estate and trust planning summaries, insurance analyses, and related planning deliverables
• Construct, maintain, and update financial plans and planning scenarios using approved planning software and firm workflows
• Support advisors in preparing for client meetings through planning analysis, case preparation, presentation support, meeting follow-up, and implementation coordination
• Participate in advisor-led client meetings to support communication of planning strategies, recommendations, and financial planning concepts
• Bring forward planning observations, opportunities, and strategic considerations to Lead Advisors based on client analysis and ongoing planning work
• Support implementation coordination and ongoing planning updates as client circumstances evolve over time
• Provide high-quality planning support and concierge-level service to select high-net-worth client relationships where appropriate within established service models
• Continue advancing financial planning knowledge, technical expertise, and planning responsibility through ongoing professional development and practical application

Skills

7+ years planning experience

High-net-worth planning

Advanced financial planning

Centralized planning experience

Education

Bachelor’s degree in finance/financial planning/business administration

CFP certification

Tools

MoneyGuidePro

eMoney

RightCapital

Holistiplan

Wealth.com

IncomeLab

Job description

Poweredbyconcurrent is seeking a Director, Central Planning in San Diego to lead senior paraplanning and advisor-support activities. You will deliver comprehensive financial planning analyses, retirement and tax-aware planning, and estate coordination, helping advisors scale their practices with high-quality planning support.

You will guide planning workflows, templates, and training, while collaborating with Investments, Operations, Insurance, Compliance, and Technology teams to ensure