What are the responsibilities and job description for the Director of Financial Planning position at Financial Planner Recruiting, LLC?
Based in Dallas, TX, our client is a boutique firm serving high-net-worth individuals, business owners, and retirees, with a deep commitment to thoughtful, detail-oriented, and customized financial planning. They are seeking an Director of Financial Planning to join their rapidly growing team.
What You'll Do
- Collaborate directly with the founder and lead advisor to prepare and implement comprehensive financial plans.
- Participate in and help lead client meetings, ensuring proactive communication and clear, actionable recommendations.
- Partner with our Client Service Manager to execute follow-ups, maintain CRM accuracy, and ensure seamless client experiences.
- Support new client onboarding, discovery, and planning presentations.
- Handle ongoing planning needs, including retirement projections, tax-aware cash-flow modeling, insurance and estate-planning coordination, and 401(k) plan reviews.
- Partner with custodians and recordkeepers to ensure smooth plan implementation and account servicing.
- Contribute to the continuous improvement of firm processes and client-experience systems.
- Demonstrate precision in documentation, calculations, and compliance record-keeping.
Who You Are
- CFP® professional with 5 years.
- Exceptional communicator who enjoys collaborating with clients and colleagues.
- Detail-oriented and organized, with a strong sense of ownership and follow-through.
- Technically sharp and comfortable learning new systems quickly.
- Driven by mastery, growth, and meaningful impact.
- Thrives in a collaborative, small-team environment built on trust and accountability.
Qualifications, Education & Credentials
- Bachelor's degree in Finance, Financial Planning, Economics, or related field
- CFP® Certification preferred
- EA designation preferred
- Active Series 7 and 66 (or 7 63 and 65)
- Texas Life & Health Insurance License
Experience
- 3-5 years building and presenting comprehensive financial plans
- Background serving high-net-worth individuals, families, and business owners
- Experience with qualified-plan consulting and recordkeeper coordination preferred
- Prior experience with LPL Financial or similar independent platforms is a plus
Technology Environment
The firm leverages modern financial planning, tax analysis, and CRM platforms to deliver an integrated client experience.
Familiarity with industry-standard tools such as planning, tax, and risk-assessment software is preferred.
Work Environment
- Primarily in-office at our Dallas location
- After an initial training period, remote work is available on Mondays and Fridays
- During client-review surges, full in-office attendance is required to maintain service excellence
- Private office environment with a collaborative, high-performance team
Salary and Benefits
Base salary (commensurate with experience) plus bonus opportunity, and benefits package