What are the responsibilities and job description for the Lead Financial Planning Specialist position at Claire Myers Consulting?
Compensation: Starting around $95,000 base salary bonus (OTE: $110K-$120k )
Overview:
Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.
This person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. The ideal candidate is both strategic and hands-on, with strong planning expertise and a passion for coaching and developing people.
Key Responsibilities:
Leadership & Advisor Development:
- Lead, mentor, and develop newer advisors entering the organization
- Help advisors strengthen their planning process, presentation skills, and overall client experience
- Support career advisors and team members through coaching and consultative guidance
- Create consistency and structure around financial planning best practices
Planning Strategy & Case Consultation:
- Analyze client financial situations and help develop strategic recommendations
- Review planning assumptions, investment proposals, and portfolio construction with advisors
- Assist advisors with brokerage, annuity, and advisory planning solutions
- Stay informed on industry trends and evolving planning strategies
Operational & Strategic Support:
- Partner closely with leadership to identify growth opportunities and planning initiatives
- Help build scalable systems and processes that improve advisor productivity and retention
- Support operational aspects of investment account opening and servicing
- Promote innovation and continuous improvement across the planning function
Qualifications:
- Strong background in financial planning and wealth management
- Experience mentoring, coaching, or leading advisors and teams
- Deep understanding of investment and planning concepts
- Strong communication and presentation skills
- Ability to balance strategic leadership with day-to-day execution
- CFP® designation or on track to earn designation
- Series 7 & 63 required
Compensation & Growth:
- Starting base salary around $95,000
- Additional bonus opportunities tied to advisor growth, planning metrics, and business results
- Opportunity to play a major role in the continued growth and development of the organization
Salary : $110,000 - $120,000