Senior Director, Central Financial Planning

Poweredbyconcurrent; Tampa (FL); 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

Equity

Job summary

Poweredbyconcurrent in Tampa, FL, is seeking a Director of Central Planning to lead para-planning, analysis, and execution for financial advisors and clients. This senior role coordinates a centralized planning model to scale advisor practices while maintaining client relationships.

You will deliver retirement, tax-aware, estate and trust planning, cash flow analyses, and education planning, while guiding planning templates, workflows, and training for the planning team.

Qualifications

• Bachelor’s degree in finance, financial planning, business administration, or related field.
• Minimum of seven years of experience in financial planning, para-planning, 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.

Responsibilities

• Provide comprehensive financial planning and para-planning 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.

Skills

Financial planning analysis

Advisor collaboration

Regulatory compliance awareness

Education

Bachelor’s degree in finance, financial planning, business administration, or related field

Tools

MoneyGuidePro

eMoney

RightCapital

Holistiplan

Wealth.com

IncomeLab

Fidelity

Schwab

Job description

Poweredbyconcurrent in Tampa, FL, is seeking a Director of Central Planning to lead para-planning, analysis, and execution for financial advisors and clients. This senior role coordinates a centralized planning model to scale advisor practices while maintaining client relationships.

You will deliver retirement, tax-aware, estate and trust planning, cash flow analyses, and education planning, while guiding planning templates, workflows, and training for the planning team.