Director, Financial Planning

Director, Financial Planning

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our newest opportunity : The Director, Financial Planning will serve as the division's subject matter expert and technical resource for financial planning. This individual will support advisors across Wealth teams by providing expertise in complex client situations, working across multiple planning platforms, and enhancing the use of planning tools. The Director will also lead advisor education, facilitate study groups that promote peer-to-peer collaboration, and help strengthen advisor capacity. In addition, the Director will play a strategic role in evaluating and streamlining financial planning processes and systems to ensure that local advisors have the tools, training, and capacity needed to drive growth and deliver efficient, scalable planning services. This role is designed to enable growth, improve client service delivery, and set the foundation for a future advanced planning desk and differentiated client offerings.

Essential Duties and Responsibilities :

Technical Expertise and Advisor Support

Serve as the primary resource for advisors with advanced planning questions, ensuring high-quality client advice in complex tax, estate, and risk situations.

Provide direct support for advisors and with clients on unique financial planning cases.

Education and Knowledge Leadership

Lead ongoing advisor education on financial planning updates, including tax law changes, regulatory shifts, and emerging strategies.

Curate and deliver timely updates, articles, and training resources to improve tactical advice delivery.

Facilitate continuing education ensuring advisors remain informed and capable.

Planning Tools and Technology

Own the effective use and adoption of planning software (e.g., MoneyGuidePro, EMoney, Holistplan, and other platforms in use).

Partner with platform engagement teams to ensure tools are integrated into practice workflows and aligned with a unified "OneDigital Way."

Develop strategies that help advisors and their teams progressively adopt and apply planning technology in a consistent, scalable manner across the organization.

Train and coach advisors on how to apply planning technology in client interactions and share best practices that support efficiency and consistency.

Community Building and Collaboration

Design, launch, and manage advisor study groups, ensuring accountability and consistent peer-to-peer engagement.

Support practice leaders in knowledge-sharing forums that build stronger field connections and model a unified "OneDigital Way" of planning collaboration.

Foster a culture of shared learning where best practices in planning, tools, and client service are exchanged and refined collectively.

Strategic Development and Planning Strategy

Contribute to the long-term vision of an advanced planning desk, expanding expertise in tax, estate, and complex case design.

Play a key role in exploring financial planning as a fee-based service offering, helping to define and shape future client service models.

Evaluate and streamline financial planning systems, tools, and processes to reduce complexity and enhance scalability.

Align planning resources and practices with broader business objectives, ensuring that advisor capacity and client outcomes grow in tandem.

Support growth and capacity by enabling advisors to expand their reach and deliver more comprehensive planning services efficiently.

Qualifications, Skills, and Requirements

Deep technical expertise in financial planning, with the ability to quickly solve complex client challenges.

Strong communication skills, capable of translating complex concepts into practical guidance for advisors.

Experience with multiple financial planning technology platforms and tools.

Proven ability to lead training, education, and small-group facilitation.

Experience evaluating and improving planning processes, systems, and tools to support efficiency and scalability.

Collaborative, team-oriented mindset; respected for technical expertise and practical problem-solving.

Education, Training and Experience :

Bachelor's degree in Finance, Accounting, Economics, or related field required.

CFP designation required; advanced planning designations strongly preferred.

Minimum 10 years of experience in financial planning, wealth management, or related field.

Experience providing technical case support to advisors and developing educational programming strongly preferred.

The typical base pay range for this role nationwide is $125,000 to $150,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and / or annual bonus based on your individual performance and / or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant :

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city / county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!