Wealth Planning Director & Lead Servicing Advisor

The Well; Santa Clarita (CA); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

Total compensation $200k+

401(k) with match

Health, Vision, Dental

Job summary

The Well, a fiduciary, planning-first wealth management firm based in Santa Clarita, CA, seeks a Director of Financial Planning & Lead Servicing Advisor to lead planning across the firm and guide the Client Service Associate team. You will manage an established client base without prospecting.

Requirements include CFP certification, 5+ years in wealth management, Series 65 and Insurance Licenses; independent RIA experience and eMoney familiarity are a bonus.

Qualifications

• CFP certification and 5+ years of financial planning or wealth management experience.
• Track record managing client relationships and comprehensive planning.
• Experience leading, mentoring, or developing team members.
• Series 65 and Insurance Licenses.
• Bonus: independent RIA experience and familiarity with eMoney.

Responsibilities

• Established group of client relationships—no prospecting required.
• Comprehensive financial planning across retirement, tax, insurance, estate, and Social Security.
• Day-to-day leadership, coaching, and direction for the Client Service Associate team.
• A consistent, in-office leadership presence that anchors the firm's client experience.

Skills

Series 65

Insurance Licenses

Wealth mgmt experience

Education

CFP Certification

Tools

eMoney

Job description

The Well, a fiduciary, planning-first wealth management firm based in Santa Clarita, CA, seeks a Director of Financial Planning & Lead Servicing Advisor to lead planning across the firm and guide the Client Service Associate team. You will manage an established client base without prospecting.

Requirements include CFP certification, 5+ years in wealth management, Series 65 and Insurance Licenses; independent RIA experience and eMoney familiarity are a bonus.