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Lead Financial Planning Specialist

Claire Myers Consulting

Philadelphia, Pennsylvania

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JOB DETAILS
SKILLS
Annuities, Best Practices, Brokerage, Business Plan, Certified Financial Planner (CFP), Coaching, Communication Skills, Construction, Continuous Improvement, Customer Experience, Financial Analysis, Financial Planning, Financial Services, Industry/Trade Analysis, Leadership, Mentoring, Metrics, Operational Strategy, Operational Support, Presentation/Verbal Skills, Process Improvement, Productivity Management, Scalable System Development, Series 7, Strategic Planning, Team Lead/Manager, Wealth Management
LOCATION
Philadelphia, Pennsylvania
POSTED
6 days ago

Compensation: Starting around $100-130k 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 $100-130k 
  •  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



About the Company

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Claire Myers Consulting