Senior Director, Central Planning & Advisor Support

Poweredbyconcurrent; Dallas (TX); 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 Dallas to lead paraplanning and advisor-support across a broad range of client planning needs. This senior role delivers comprehensive planning analysis, strategy support, and execution for Concurrent Financial Advisors and their clients within the Operations department.

You will guide retirement, tax-aware planning, estate and trust coordination, education planning, and cash-flow analyses, helping advisors scale practices while

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.
• Demonstrated experience preparing comprehensive financial planning analyses and advisor-facing 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.

Responsibilities

• Provide advanced financial planning and paraplanning support to advisors and planning teams.
• Support delivery of planning services following CFP Board processes, including data gathering, goal identification, and recommendations.
• Prepare financial plans, retirement projections, tax-aware analyses, estate and trust summaries, and related deliverables.
• Construct and update financial plans using approved software and firm workflows.
• Assist in client meeting preparation with analysis, case prep, and follow-up.
• Participate in advisor-led client meetings to communicate strategies.
• Highlight planning observations and opportunities to Lead Advisors.
• Support implementation coordination and ongoing updates as client circumstances evolve.
• Provide high-quality planning support to select high-net-worth relationships.
• Continue professional development in financial planning knowledge and tools.
• Help ensure planning quality, workflows, and documentation standards.

Skills

Retirement planning

Tax planning concepts

Estate planning

Trust planning

Insurance planning

Investment planning

Education

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

CFP certification (preferred)

Tools

RightCapital

MoneyGuidePro

eMoney

Holistiplan

Wealth.com

IncomeLab

Fidelity

Schwab

Job description

Poweredbyconcurrent is seeking a Director, Central Planning in Dallas to lead paraplanning and advisor-support across a broad range of client planning needs. This senior role delivers comprehensive planning analysis, strategy support, and execution for Concurrent Financial Advisors and their clients within the Operations department.

You will guide retirement, tax-aware planning, estate and trust coordination, education planning, and cash-flow analyses, helping advisors scale practices while