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Job description
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The Stellarix Group
The Stellarix Group
Financial Planning Manager Reporting to: Head of Advisor Services
Position Overview
The Financial Planning Manager will play a key role in supporting the firm’s commitment to comprehensive, holistic financial planning in a fee-based environment. This individual will be responsible for creating well-structured financial plans and working closely with Stellarix advisors to ensure successful plan implementation and renewals, while delivering a best-in-class, client-centric experience. This individual will also create customized recommendations and strategies for financial plans for individuals and businesses.
In addition to preparing financial plans for affluent individuals and business owner clientele, this Certified Financial Planner will support the recruiting and onboarding of new advisors and assist in coaching them to adopt financial planning as the foundation of their practice. The Financial Planning Manager will collaborate with existing advisors’ staff to enhance planning strategies and ensure clients receive consistent, high-quality service aligned with their long-term goals.
Metrics
Financial plan count, net new flows, planning fees, clients acquired – tracked on a YTD and YOY basis. Quarterly goals will be determined by the Head of Advisor Services.
Principle Responsibilities
Actively engage enterprise partners and cultivate partnerships with a focus on new sales revenue
Ability to maintain a process driven workflow amongst service structure
Gain people’s commitment to achieve business objectives and goals through clear communication of organizations vision and flexing leadership style to inspire high performance
Exhibits appropriate situational leadership, consultative, challenging, supportive and authoritative
Provides stretch opportunities to empower and develop talent
Exhibits a long-term view for growing business while managing within the MassMutual operating model
Leverages customer insight to develop solutions across all business units to create a customer-centric experience
Provide support to advisors on cases for affluent and high net worth individuals and small business owners
Deliver “best in class” client and planner/advisor experience and growth of plan count and planning fees
Creation of customized actionable fee-based plans and supports implementation of recommendations
Ensure a high level of quality of advice is consistently delivered for each case
Embrace the MassMutual Way in support of a comprehensive, consultative approach to client service
Proactively identifies operational synergies to further organizational growth in affluent markets
Assist in the onboarding process of new Financial Planners for smooth integration and sustainment
Execute a successful training plan for advisors using the home office resources (CCU)
Meet with experienced recruits to discuss flexibility and robust nature of Financial Planning platform
Support the growth of financial planners in the firm through vertical and horizontal growth
Master and use provided systems & technology: demonstrate proficiency in investment systems available (including but not limited to A360, E-Money, etc.) to model efficiency to advisors.
Knowledge, Skills & Competencies Required
Strong ability to be process oriented to create consistency and scalability of financial planning workflows
Able to see the long-term vision of financial planning, but operate in the weeds to achieve it
Clear understanding of the connection between financial planning and LADL/Asset Management
Real world knowledge of personal and business planning techniques
Ability to influence and drive complex change, strong interpersonal communication skills
Ability to multi-task, be resilient, prioritize projects and adapt to new challenges
Outstanding writing, research, and communication skills, ability to analyze and express complex ideas and share information
Ability to work in fast paced environment; ability to work both independently and as part of a team
Proficient in using Excel, Word, Access, and Power Point.
Experience with eMoney and/or Profiles a significant plus
5+ years of experience in financial services industry preparing financial plans
Bachelor’s degree
CFP designation
Series 7 and Series 66 (or Series 63 and 65) (If not currently held it must be obtained within three months of employment)
Ability to work independently while impacting team results
Series 24 (or the ability to obtain within six months of hire date)
Provide references upon request
Compensation And Benefits
Base salary of $65,000 - $85,000 commensurate with experience and ability. Paid bi-weekly less payroll deduction; W2 role
Competitive benefits package, including health, retirement, and performance-based incentives.
In office (Denver), Monday – Friday, 8:00am to 5:00pm.
Annual Review held in March 2026
Compensation: From $65,000 to $85,000 per year
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance
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Worksite address
denver, CO, 80285, US
Who can apply
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