Description
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.

📍 Walnut Creek, CA (Hybrid – 2 days onsite)

💰 $175,000 – $220,000 base salary DOE

⏰ Family Fridays – the firm closes at 1PM every Friday

An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.

The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.

What This Role Looks Like

This position blends strategic leadership with hands-on execution. You will oversee complex financial planning eng...