Senior Planner Training & Onboarding Manager

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.

The Future of Planner Enablement

Acting as the key executor of the company’s Planner Development team, the Senior Planner Enablement & Onboarding Manager translates advice standards, career pathways, and AI-driven quality rubrics into practical onboarding programs, ongoing skill drills, and career progression modules across the full planner lifecycle.

What Makes This Role Different?

• Partner directly with the Senior Director to translate advice strategy, behavioral coaching frameworks, and career pathways into live, scalable training programs.

• Serve as the primary operational point of contact across a planner's first 90 days, equipping new hires with the tools and coordination needed to deliver objective, life-changing advice.

• Facilitate hands-on training for planners on the company’s proprietary tech ecosystem and AI tools.

• Work seamlessly across Operations, Compliance, People, Planning Leadership, and other cross functional leaders to enable a successful onboarding experience while training Team Leads on how to run weekly practice drills and 1:1 coaching frameworks.

Your Impact & Responsibilities

Onboarding & Early Ramp Execution (60%)

• Serve as the main operational liaison and guide across planners' first 90 days on the job.

• Own setup logistics and administrative readiness for rolling cohorts of ongoing hiring classes, eliminating cross-functional friction with key partners (e.g., IT, Operations, and Compliance.)

• Track early learning retention, tool adoption, and performance indicators throughout the first 90 days; deploy targeted interventions early for lagging indicators.

• Execute structured handoffs and provide Planning Leaders with clear visibility into new hire readiness, strengths, and ongoing coaching needs.

Career Progression & Upskilling (25%)

• Operationalize and facilitate career path training modules

• Run targeted upskilling modules and practice drills designed to prepare planners to transition seamlessly across career tiers (e.g., Associate Planner to Financial Planner).

• Facilitate regular training sessions and practice drills to elevate total financial planning mastery across existing planner cohorts.

Leadership Enablement (15%)

• Train planning leaders on effective practice drills and 1:1 coaching frameworks

• Collect real-time feedback from new hires and leaders to iterate, refine, and optimize enablement playbooks and identify curriculum gaps.

Requirements

• Certified Financial Planner (CFP®) designation.

• 5–8+ years of experience in enablement, onboarding operations, or advisor development within financial services, fintech, or fast-paced environments.

• Demonstrated experience training financial planners and facilitating career progression programs.

• Deep understanding of core financial planning concepts, advisor workflows, and practice management.

• Agile mindset with proven capability to identify gaps in training programs, propose solutions, test instructional methods, and iterate rapidly.

• Highly comfortable using AI and modern tech tools to drive operational and learning efficiency.

• Strong project leader who can work independently and drive initiatives across cross-functional teams without needing direct reports.

• Exceptional project management, communication, and problem-solving skills.

• Ability to travel for in-person training as needed.

Benefits

• $135,000 – $165,000 base salary: Determined by experience, knowledge, and skills.

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

• Flexible PTO

• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short/long-term disability (paid by the company), life insurance, and paid parental leave.

• Certification and wellness reimbursement programs

• 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.