Head of Planning – Multi-Office Wealth Management RIA
Compensation: $170,000–$220,000 base + 10%–20% target annual incentive + comprehensive benefits
Location: In person – Red Bank, NJ; Cleveland, OH; or Charleston, SC
Our client is growing, and we’re hiring a Head of Planning to lead the charge.
We’re a multi-office, SEC-registered RIA with a mission to make comprehensive wealth management simple. If you love solving complex planning puzzles and coaching others to grow, we want to talk.
Why this role?
- Lead the paraplanning team as a hands-on player/coach
- Own select HNW and UHNW planning cases, from retirement income to Roth conversions to estate coordination
- Build consistent, scalable planning standards across partner offices
- Shape how technology and responsible AI power the planning process
- Join a collaborative, people-first culture at a high-growth moment
What you bring:
- 10+ years of financial planning experience, including high net worth clients
- CFP® designation in good standing
- Experience leading or mentoring planners or paraplanners
- Advanced eMoney (or equivalent) proficiency
- A fiduciary, client-first mindset and the ability to make complexity simple
What we offer:
- $170,000–$220,000 base salary
- 10%–20% target annual incentive
- Comprehensive benefits (details shared during the interview process)
- Approximately one trip per month to partner offices
Sound like you? Let’s talk.
Head of Financial Planning in Charleston at The Well
This position is listed as full time and onsite. It was posted yesterday.