Director of Financial Planning

Summary

Join The Motley Fool's Wealth Management team as a Director of Financial Planning! Lead and mentor a team of financial planners, driving client success through strategic planning and innovative processes. Ensure exceptional service and alignment with the company's mission and values. Develop and implement best practices to enhance client outcomes and experience. Build strong relationships with internal teams and stay ahead of industry trends. Manage the team's budget and leverage data for performance improvement. This is a leadership role requiring 10+ years of experience in financial planning, including 3+ years in a leadership position. A CFP® designation is required.

Requirements

• 10+ years of experience in financial planning, with at least 3 years in a leadership role
• Deep understanding of financial planning principles, investment strategies, retirement planning, tax strategies, and estate planning
• Proven experience managing and developing high-performing teams
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients and team members
• Ability to prioritize independently and in alignment with the firm’s business goals, while also working cohesively in a team-oriented setting
• Strategic thinker with a track record of driving innovation and process improvements
• Adaptability with a “Top It” mentality - things change and our organization as a whole moves fast - successful Fools are charged by this energy
• Passion for Motley Fool Wealth Management’s mission and a commitment to fiduciary excellence
• Experience with financial planning software and CRM systems
• Certified Financial Planner® designation required

Responsibilities

• Lead and mentor the Wealth Advisor and Client Experience teams, ensuring they deliver exceptional service while meeting key conversion and retention goals
• Establish performance goals and provide regular feedback to team members, fostering a culture of continuous learning and development
• Drive the strategic direction of financial planning services, ensuring offerings are comprehensive, forward-thinking, and competitive
• Ensure all services are delivered with exceptional quality and in alignment with MFWM’s mission and values
• Develop and implement best practices to enhance client outcomes and overall experience while strengthening satisfaction and retention rates
• Build strong relationships and partner on feedback with our internal teams, including client service, marketing, portfolio managers, traders, operations, and developers
• Partner closely with compliance and legal teams to manage risks and ensure ethical standards are upheld
• Leverage data to measure team and business performance, identify areas for improvement, and develop actionable insights that drive client outcomes and business growth
• Stay ahead of industry trends and regulatory changes to continuously improve the planning and advice processes
• Own and manage the financial planning and client experience team’s budget, including forecasting, expense tracking, and resource allocation to support business growth

Preferred Qualifications

Certified Public Accountant and/or Chartered Financial Analyst® designations are nice-to-haves

Benefits

Annual Pay Range $200,000 — $265,000 USD