Financial Planning Manager | RIA Firm | 1 Day in Office!

Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.

📍 Walnut Creek, CA (Hybrid – 2 days onsite)

💰 $175,000 – $220,000 base salary DOE

⏰ Family Fridays – the firm closes at 1PM every Friday

An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.

The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.

What This Role Looks Like

This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.

You will:

• Lead and oversee the financial planning function
• Build consistency and accountability across planning deliverables
• Develop and mentor a high-performing planning team
• Ensure planning work is accurate, timely, and strategically valuable
• Improve workflows, systems, and planning processes
• Partner closely with senior leadership on firm-wide initiatives

Responsibilities

As the Financial Planning Manager, you will:

• Review and approve financial planning work
• Require revisions and maintain planning quality standards
• Redesign workflows and operational processes
• Reassign responsibilities when necessary
• Implement new planning standards and best practices
• Address performance issues directly and constructively
• Provide mentorship and leadership to financial planners and support staff
• Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies

Qualifications:

• Deep technical expertise in advanced financial planning
• Strong leadership and team management capabilities
• Excellent judgment in complex client situations
• A process-driven mindset with operational discipline
• Confidence and executive presence to enforce standards and drive accountability

Qualifications

Required:

• 8+ years of financial planning experience working with HNW clients
• 3–5+ years of leadership or team management experience
• CFP designation required
• Bachelor’s Degree
• Experience using MoneyGuidePro

Nice to Have:

• Tax planning experience
• Estate planning knowledge
• Retirement and cash flow modeling expertise

This is an opportunity to step into a senior leadership seat at a respected wealth management firm and make a meaningful impact on both the client experience and the internal planning infrastructure.

Compensation

$175,000.00-$200,000.00 Yearly

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