Director of Financial Planning

1 month ago

San Diego, United States Centura Wealth Advisory Full time

Centura Wealth Advisory is seeking a Director of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth process. Key elements include: income tax and wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing boutique RIA serving both ultra-high-net-worth individuals/families. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed.

The Director of Financial Planning is responsible for leading the financial planning team, driving initiatives across the firm, and developing value-creating, innovative solutions for our clients.

Key Success Factors:
  • Lead a growing team of planners, consultants, and technical specialists in financial planning, tax, and estate/trust specialties.
  • Run a multi-million-dollar consulting practice through successful engagements (annual and discovery) with UHNW clients and prospects.
  • Manage numerous client projects to ensure quality delivery, process consistency, and value-add to client’s estates.
  • Develop and track KPIs in Salesforce and OKRs Profit.
  • Enhance and improve the Planning team members’ capability.
  • Be a thought leader by staying abreast of significant changes or developments (e.g., taxation and tax law, estate planning, retirement planning, regulatory, legal, charitable giving, insurance, and technical) within the fields of investments, insurance, and financial services at large.
  • Serve as a technical resource to the firm, advisors, and clients in financial planning concepts and strategies.
  • Analyze tax and wealth management strategies as well as cashflow and portfolio plans to derive exponential results.
Primary Responsibilities:
  • Lead the planning team, advisor teams, and clients through our Liberated Wealth process to serve client needs and solutions, creating superior strategies and tactics that drive better client outcomes.
  • Attract and retain talent as well as provide thought leadership on financial planning.
  • Scale the department by designing and implementing processes, treating the Financial Department as a business.
  • Manage and direct the firm’s financial planning experience (and process) to deliver superior plans to clients and prospects, measured by tax savings, wealth enhancement, and risk management.
  • Leverage technology tools such as Hidden Levers, Tiger Tables, Planner CS, Microsoft Excel, and Right Capital to model plans.
  • Effectively evaluate client situations, analyze their needs, and develop a strategy to produce superior results.
  • Manage client planning projects and deliverables in Salesforce, updating campaigns from start to end and communicating the status with the team and clients.
  • Leverage insurance and estate planning expertise to focus on estate planning strategies and plan designs with insurance.
  • Prepare comprehensive financial plans using advanced modeling of financial plans including taxable and non-taxable estate trusts, income tax mitigation strategies, wealth transfer strategies, and investment strategies in both industry software and Excel.
  • Be accurate, highly detail-oriented, organized, and able to prioritize time management to perform assigned work.
  • Prepare and present high-quality client deliverables in MS Office – including PowerPoint, Excel, and Word.
  • Source, grow, and develop a team, showing understanding, friendliness, courtesy, tact, empathy, cooperation, concern, and politeness to others.
  • Communicate effectively with internal stakeholders as well as UHNW clients and prospects.
  • Have strong knowledge and understanding of the Investment Advisers Act of 1940, ERISA, Dodd-Frank, SEC rules, and other relevant regulations and laws.
Licensing & Education:
  • Undergraduate Degree – Required
  • Certified Financial Planning “CFP” designation or equivalent
  • MBA, JD, LLM, CPA (Preferred)
Experience:
  • 10+ Years of financial planning experience (Income Tax, Retirement & Estate Planning) ideally working with High Net-Worth and Ultra High-Net-Worth clients.
  • 5+ Years leading a department and achieving measurable results in terms of growth, efficiency, etc.
  • Proficient with the following software programs:
    • Microsoft Office (Outlook, Word, Excel (Advanced), PowerPoint, Visio, etc.) – Required
    • Right Capital – Required
    • Orion - Highly Preferred
    • Salesforce – Required
    • Hidden Levers – Preferred
    • Custodial Platforms – Veo, SAC, Fusion – Preferred
  • Experience in building a professional (COI) network.

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $200K Base + Bonus + Equity Potential

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