Senior Central Planning Lead for Financial Advisors

Concurrent; Tampa (FL); Sur place; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Dental Insurance

Health insurance

Life insurance

Paid time off

Vision insurance

Résumé du poste

Concurrent Financial Advisors is seeking a Director, Central Planning in Tampa, FL. This senior role provides advanced paraplanning and advisor-support to scale planning across a broad client base, ensuring high-quality deliverables and concierge-level service for select high-net-worth relationships.

You will lead planning quality, workflows, templates, and mentorship within Operations, advancing knowledge and planning methodologies while coordinating with Investments, Compliance, and Technology

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.
• CFP® certification strongly preferred.
• Advanced planning experience supporting high-net-worth or ultra-high-net-worth clients preferred.

Responsabilités

• 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, and coordinating implementation activities.
• 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.

Connaissances

Paraplanning

Financial analysis

Client communications

Mentoring

Team collaboration

Formation

Bachelor’s degree in finance

Outils

RightCapital

MoneyGuidePro

eMoney

Holistiplan

Wealth.com

IncomeLab

Description du poste

Concurrent Financial Advisors is seeking a Director, Central Planning in Tampa, FL. This senior role provides advanced paraplanning and advisor-support to scale planning across a broad client base, ensuring high-quality deliverables and concierge-level service for select high-net-worth relationships.

You will lead planning quality, workflows, templates, and mentorship within Operations, advancing knowledge and planning methodologies while coordinating with Investments, Compliance, and Technology