About this opportunity
Atlas Search lists this Financial Planning Director (Nj) opportunity in township of shrewsbury, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job DescriptionAtlas Search is partnering with an SEC-registered investment adviser on a confidential search for a Director of Financial Planning. This is a player/coach seat: you will personally run planning on the firm's more sophisticated high-net-worth cases while leading and developing a team of paraplanners, and you will own planning quality and consistency across offices.
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Location : Shrewsbury, NJ (5 days/week onsite)
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Compensation : $160,000 to $220,000
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What You'll Do
\ N- Lead, coach and evaluate a team of paraplanners, with clear expectations and a defined path toward independent planning
\ N- Handle planning directly for complex HNW and UHNW households, including retirees and business owners
\ N- Work through retirementincome, Roth conversions and broader tax strategy, equity compensation, and estate coordination
\ N- Review plans before they go to advisors or clients, and serve as the go-to technical resource on difficult questions
\ N- Set planning process and deliverable standards across offices, building quality-control checklists alongside Compliance
\ N- Manage workload and capacity so advisors get timely support
\ N- Join client and prospect meetings on key cases
\ N- Improve planning workflows and technology, including automation and AI with human review
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What We're Looking For
\ N- 10+ years of financial planning experience serving HNW clients
\ N- CFP® designation in good standing
\ N- Prior experience leading, coaching or mentoring planners or a paraplanning team
\ N- Deep technical knowledge of tax, estate and retirement income planning
\ N- Advanced proficiency ineMoney or comparable planning software
\ N- Ability to translate complex planning into plain language, in writing and in person
\ N- Fiduciary, client-firstapproach to advice
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Preferred
\ N- An additional credential such as CPA, CFA®, EA, CLU®, ChFC® or JD, or an advanced degree
\ N- Background at a multi-office RIA
\ N- Has built a training curriculum or QC process before
\ N- Working knowledge of Medicare/IRMAA, Social Security and insurance-driven planning strategies
\ N- Experience with tax-planning and portfolio analytics software
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TheEnvironment
\ NOur client is a multi-office SEC-registered investment adviser serving families and individuals. This role is on-site at an office in the New York City metro area (New York City or Shrewsbury, New Jersey), with regular travel to other offices.
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The annual base salary range is $150,000 to $200,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.
Worksite address
township of shrewsbury, NJ, 07702, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.