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Lead Financial Planning Specialist

Job

Claire Myers Consulting

Philadelphia, PA (In Person)

$115,000 Salary, Full-Time

Posted 1 week ago (Updated 1 week ago) • Actively hiring

Expires 7/18/2026

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Job Description

Job Description Compensation:

Starting around $95,000+ base salary + bonus (

OTE:

$110K-$120k+)

Overview:

Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia. This person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. The ideal candidate is both strategic and hands-on, with strong planning expertise and a passion for coaching and developing people.

Key Responsibilities:

Leadership & Advisor Development:

Lead, mentor, and develop newer advisors entering the organization Help advisors strengthen their planning process, presentation skills, and overall client experience Support career advisors and team members through coaching and consultative guidance Create consistency and structure around financial planning best practices

Planning Strategy & Case Consultation:

Analyze client financial situations and help develop strategic recommendations Review planning assumptions, investment proposals, and portfolio construction with advisors Assist advisors with brokerage, annuity, and advisory planning solutions Stay informed on industry trends and evolving planning strategies

Operational & Strategic Support:

Partner closely with leadership to identify growth opportunities and planning initiatives Help build scalable systems and processes that improve advisor productivity and retention Support operational aspects of investment account opening and servicing Promote innovation and continuous improvement across the planning function

Qualifications:

Strong background in financial planning and wealth management Experience mentoring, coaching, or leading advisors and teams Deep understanding of investment and planning concepts Strong communication and presentation skills Ability to balance strategic leadership with day-to-day execution CFP® designation or on track to earn designation Series 7 & 63 required

Compensation & Growth:

Starting base salary around $95,000+ Additional bonus opportunities tied to advisor growth, planning metrics, and business results Opportunity to play a major role in the continued growth and development of the organization