What are the responsibilities and job description for the Financial Planning Director (NJ) position at Atlas Search?
Atlas 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.
Location: Shrewsbury, NJ (5 days/week onsite)
Compensation: $160,000 to $220,000
What You'll Do
- Lead, coach and evaluate a team of paraplanners, with clear expectations and a defined path toward independent planning
- Handle planning directly for complex HNW and UHNW households, including retirees and business owners
- Work through retirement income, Roth conversions and broader tax strategy, equity compensation, and estate coordination
- Review plans before they go to advisors or clients, and serve as the go-to technical resource on difficult questions
- Set planning process and deliverable standards across offices, building quality-control checklists alongside Compliance
- Manage workload and capacity so advisors get timely support
- Join client and prospect meetings on key cases
- Improve planning workflows and technology, including automation and AI with human review
What We're Looking For
- 10 years of financial planning experience serving HNW clients
- CFP® designation in good standing
- Prior experience leading, coaching or mentoring planners or a paraplanning team
- Deep technical knowledge of tax, estate and retirement income planning
- Advanced proficiency in eMoney or comparable planning software
- Ability to translate complex planning into plain language, in writing and in person
- Fiduciary, client-first approach to advice
Preferred
- An additional credential such as CPA, CFA®, EA, CLU®, ChFC® or JD, or an advanced degree
- Background at a multi-office RIA
- Has built a training curriculum or QC process before
- Working knowledge of Medicare/IRMAA, Social Security and insurance-driven planning strategies
- Experience with tax-planning and portfolio analytics software
The Environment
Our 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.
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.
Salary : $150,000 - $220,000