Principal Director, Planning

Company Description

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.

About the Role

This is a leadership role built for an experienced CFP® leader who wants to stay connected to members while driving company-wide impact. This person will direct a high-performing pod of financial planners, serve as the internal subject matter expert for a key practice area, and partner directly with the Product, Marketing, and Compliance teams. They will also maintain a small, select member practice of 25–35 members to pilot new ideas and model best practices for their team.

Requirements

What You’ll Do

• Guide a dedicated team of CFP® professionals, coaching them on both technical mastery and the human side of financial planning—helping them build deep trust and deliver clear, actionable advice.

• Serve as the internal lead and authority on a specific planning domain, turning your team's expertise into scalable frameworks, teaching tools, and firm-wide best practices.

• Serve as the lead Planning representative in cross-functional discussions with Product, Engineering, Marketing, and Compliance to ensure our tools and client communications match actual planning realities.

• Manage a small book of 25–35 client relationships (~15% of time) to test new practice initiatives, run live demonstration sessions, and keep an understanding of the member experience.

What We’re Looking For

• CFP® designation required.

• 10+ years of comprehensive financial planning experience, along with 5+ years of direct leadership experience guiding high-performing planning teams.

• Demonstrated ability to turn complex planning concepts into simple, practical frameworks that scale across an organization.

• Exceptional communication and interpersonal skills, with a proven track record of resolving complex organizational challenges constructively and diplomatically.

Benefits

• Competitive base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant.

• 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.