Financial Planner Lead - Wealth Management

Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite
A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.
This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.
Responsibilities

+ Lead the financial planning function and set standards

+ Manage, mentor, and develop the planning te...

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