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Job description
Director of Financial Planning & Lead Servicing Advisor – Wealth Management Firm
Ready to lead financial planning at an established wealth management firm—without having to build a book from scratch?
We're hiring a Director of Financial Planning & Lead Servicing Advisor on behalf of our client—a fiduciary, planning-first wealth management firm based in Santa Clarita, CA. This senior seat blends serving as primary advisor for an established client base, leading planning across the firm, and providing the day-to-day leadership its Client Service Associate team relies on.
What you'll own:
An 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
What you bring:
CFP® certification and 5+ years of financial planning or wealth management experience
A 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
Why you'll like it here:
$200,000 total compensation, including bonus
401(k) with matching and profit sharing
Full health, vision, and dental coverage
A firm intentionally building out its leadership bench—room to make a lasting impact
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Worksite address
santa clarita, CA, 91382, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.