Lead Financial Planning Specialist

Compensation: Base salary $100 - $130K plus bonuses.

Overview:

Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.

This person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. The ideal candidate is both strategic and hands-on, with strong planning expertise and a passion for coaching and developing people. 

Key Responsibilities:

Leadership & Advisor Development:

•  Lead, mentor, and develop newer advisors entering the organization 
•  Help advisors strengthen their planning process, presentation skills, and overall client experience 
•  Support career advisors and team members through coaching and consultative guidance 
•  Create consistency and structure around financial planning best practices 

Planning Strategy & Case Consultation:

•  Analyze client financial situations and help develop strategic recommendations 
•  Review planning assumptions, investment proposals, and portfolio construction with advisors 
•  Assist advisors with brokerage, annuity, and advisory planning solutions 
•  Stay informed on industry trends and evolving planning strategies 

Operational & Strategic Support:

•  Partner closely with leadership to identify growth opportunities and planning initiatives 
•  Help build scalable systems and processes that improve advisor productivity and retention 
•  Support operational aspects of investment account opening and servicing 
•  Promote innovation and continuous improvement across the planning function 

Qualifications:

•  Strong background in financial planning and wealth management 
•  Experience mentoring, coaching, or leading advisors and teams 
•  Deep understanding of investment and planning concepts 
•  Strong communication and presentation skills 
•  Ability to balance strategic leadership with day-to-day execution 
•  CFP® designation or on track to earn designation
• Series 7 & 63 required

Compensation & Growth:

•  Base salary $100-$130K plus bonuses.
•  Additional bonus opportunities tied to advisor growth, planning metrics, and business results 
•  Opportunity to play a major role in the continued growth and development of the organization