Director of Financial Planning chez Wealthspire Advisors

Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary:

The Director of Financial Planning is a new role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire’s comprehensive financial planning strategy, technology, standards, and overall experience across clients, prospective clients, and colleagues. This role will partner with leadership to develop advisor capabilities, align planning with growth objectives, and represent the firm as a thought leader in the industry — enhancing both client experiences and Wealthspire’s market presence.

Responsibilities:

• Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards, ensuring exceptional and consistent client experiences.
• Oversee the firm’s financial planning technology, processes, and deliverables to drive both client satisfaction and operational efficiency.
• Act as the firm’s lead technical planning resource, providing expertise on complex, high-net-worth cases, supporting advisors in delivering advanced strategies to clients, and participating in client meetings and conversations as needed.
• Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives, while ensuring compliance with regulatory requirements and firm policies, identifying new service models, operational efficiencies, and revenue opportunities.
• Design and oversee advisor development programs, partnering with the Head of Advisor Success, Office and Regional Leaders to evaluate planning skills and advance team capabilities.
• Develop and lead the firm’s financial planning thought leadership efforts, collaborating with marketing to produce and distribute content that enhances the firm’s reputation and client engagement.
• Serve as a visible leader in the industry, representing the firm at conferences, networking events, and in professional publications.
• Stay current on regulatory changes, industry trends, and financial planning strategies to guide firm practices.
• Remain current with all CFP continuing education requirements.

Qualifications:

• Bachelor’s degree in business, accounting, finance, economics, or related field.
• CFP® (Certified Financial Planner) is required; CPWA, CPA, JD, or MBA desirable.
• At least 10 years of financial planning experience required.
• Additional experience or expertise in estate planning or income tax is preferred.
• Strong knowledge of financial planning principles, tools, and regulatory environment.
• Proven ability to build trust and maintain high levels of client satisfaction.
• Demonstrated ability to lead through influence and build strong cross-functional partnerships.
• Evidence of being a team player and supportive colleague.
• Excellent interpersonal and communication skills, both verbal and written.
• Outstanding time management and organization skills.
• Experience with MoneyGuidePro and eMoney is highly desirable.

What We Offer:

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.  The base salary range for this position is $80,000 – $195,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.