The Well · 1 day ago
Director of Financial Planning and Analysis
Greater Seattle Area
Full-time
Onsite
Director/Executive
$180K/yr - $250K/yr
7+ years expThe Well is a growing wealth management firm seeking a Director of Financial Planning to lead and develop a team of client-facing Financial Planners. This role involves setting standards for planning excellence, driving consistency across offices, and improving client outcomes.
Staffing & Recruiting
Responsibilities
Lead, coach, and develop Financial Planners across multiple locations; build a culture of accountability and collaboration
Provide technical and strategic guidance on complex planning cases (tax, estate, insurance, investments, retirement)
Create and maintain consistent planning processes, client experience standards, and best practices firmwide
Partner with leadership to drive revenue growth, retention, and client outcomes
Participate on the investment committee to support consistent portfolio strategy and recommendations
Serve as an escalation point for high-value or complex client situations
Collaborate cross-functionally with compliance, operations, marketing, and client service to ensure strong execution and regulatory alignment
Qualification
Required
7–10+ years in financial planning / wealth management within an RIA setting, with progressive responsibility
3+ years of leadership experience (managing, mentoring, or formally leading planners)
Licensure such as Series 65 or Series 7 + Series 66 (or equivalent)
Demonstrated success in business development and client acquisition (strong producers encouraged to apply)
Ability to balance growth with a high bar for client experience
Strong coaching, communication, and relationship-building skills
Comfortable with planning tools + CRM/portfolio platforms (e.g., Salesforce/Orion or similar) and MS Office
Benefits
Incentive
Benefits
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase