Wealthspire · 5 hours ago
Director of Financial Planning
Potomac, MD
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $250K/yr
10+ years expWealthspire is a leading wealth management firm serving individuals and institutions across the United States. The Director of Financial Planning will shape and oversee the firm's financial planning strategy, enhance client experiences, and represent the firm as a thought leader in the industry.
Financial Services
Responsibilities
Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards, ensuring exceptional and consistent client experiences
Oversee the firm’s financial planning technology, processes, and deliverables to drive both client satisfaction and operational efficiency
Act as the firm’s lead technical planning resource, providing expertise on complex, high-net-worth cases, supporting advisors in delivering advanced strategies to clients, and participating in client meetings and conversations as needed
Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives, while ensuring compliance with regulatory requirements and firm policies, identifying new service models, operational efficiencies, and revenue opportunities
Design and oversee advisor development programs, partnering with the Head of Advisor Success, Office and Regional Leaders to evaluate planning skills and advance team capabilities
Develop and lead the firm’s financial planning thought leadership efforts, collaborating with marketing to produce and distribute content that enhances the firm’s reputation and client engagement
Serve as a visible leader in the industry, representing the firm at conferences, networking events, and in professional publications
Stay current on regulatory changes, industry trends, and financial planning strategies to guide firm practices
Remain current with all CFP continuing education requirements
Qualification
Required
Bachelor's degree in business, accounting, finance, economics, or related field
CFP® (Certified Financial Planner) is required; CPWA, CPA, JD, or MBA desirable
At least 10 years of financial planning experience required
Strong knowledge of financial planning principles, tools, and regulatory environment
Proven ability to build trust and maintain high levels of client satisfaction
Demonstrated ability to lead through influence and build strong cross-functional partnerships
Evidence of being a team player and supportive colleague
Excellent interpersonal and communication skills, both verbal and written
Outstanding time management and organization skills
Preferred
Additional experience or expertise in estate planning or income tax is preferred
Experience with MoneyGuidePro and eMoney is highly desirable
Benefits
Paid time off and holidays
A 401(k) plan with company match
Exclusive discount programs
Robust health and wellness benefits
Company
Wealthspire
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
1001-5000 employees
H1B Sponsorship
Wealthspire has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Michael LaMena
Chief Executive Officer
Brett Schneider
Executive Vice President and Chief Financial Officer at Wealthspire
Recent News
Business Wire
2026-01-06
Company data provided by crunchbase