Director, Planning Team Lead

The company was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows the company to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

At the company, we put the member above all else. As a Director, Planning Team Lead, you will function as an elite player-coach, continuing to serve as an inspiring financial guide for your own members while leading and empowering a team of financial planners. In this role, you serve as an important link between firm-wide strategy and pod execution. As a proactive steward of both our people and our mission, you navigate the complexities of a growing business by synthesizing insights from the field into innovative, firm-aligned solutions. You model the 'One the company' mindset—cultivating a culture of positive intent and agility that keeps your team inspired. Your mission is to drive high-performance results by helping your planners embrace the 'why' behind our evolving path, ensuring they feel supported and empowered to create life-changing member experiences.

What You’ll Do

Leadership & Coaching (~75% of Time)

• Team Leadership: Lead and support a pod of financial planners, helping them navigate organizational updates, build a high-trust team environment, and align daily execution with broader company goals.

• Coaching & Skill Development: Conduct regular 1:1s and quality reviews to help planners refine member communication, transition from technical execution to empathetic relationship management, and address individual learning opportunities.

• Escalation & Practice Support: Act as the primary advisor for your pod on calendar management and member relationships, while handling complex member escalations and compliance issues.

• Process & Tech Execution: Ensure full team adoption of the company’s core planning methodology, tools, and proprietary technology platform.

• Strategic Collaboration: Partner with the broader Planning Leadership team to resolve business challenges and map out clear, long-term growth plans for every planner in your pod.

Direct Financial Planning (~25% of Time)

• Member Management: Maintain a portfolio of 50–100 members, delivering personalized financial planning that guides members through key trade-offs and decisions.

• Live Training Demos: Onboard 1–2 members each month as live teaching opportunities for your pod, demonstrating effective member engagement and tool usage.

• Personal Efficiency: Manage your own tasks, schedule, and member load efficiently to serve as a practical example for your team.

Success Metrics

• Member Impact: Achieve high member activation and unsolicited positive feedback from members for your own planning and across your pod.

• Quality Standards: Maintain high quality and consistency scores for your own planning and consistently high rubric scores across your pod.

• Team Performance: Drive pod NPS and ensure all planners meet or exceed numeric targets across every touchpoint (action on advice, quality, consistency, etc.).

Requirements

• Credentials: CFP® designation required

• Experience: 7+ years of comprehensive financial planning experience.

• Proven Performance: Must have consistently maintained a high quality score in both personal planning and team development.

• Leadership Experience: 3+ years of experience coaching and developing high-performing planners.

• Technical Depth: Planning expertise in nuanced topics like equity compensation, tax, estate planning, and debt refinancing.

• Startup Mindset: Experience in a financial services startup and the ability to adapt to evolving service models.

• Communication: Ability to move people through resistance points and provide the "nudge" required for behavior change.

Benefits

• $140,000 - $160,000 base salary + bonus.

• Equity (ISOs): it is important to us that all employees are shareholders in our mission.

• Flexible PTO

• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by the company), life insurance options, and paid parental leave.

• Certification reimbursement program.

• Work from anywhere in the US.

The company is an independent Registered Investment Adviser (RIA) and is not a FINRA-member broker-dealer. We do not hold, sponsor, or maintain FINRA licenses (e.g., Series 7, 63, 65). Our Investment Adviser Representatives (IARs) hold professional credentials, including the CFP® designation.

*the company was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. The company has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by the company in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; the company has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. The company’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and the company has not made any payments in offer or receipt of any reviews.