Financial Planning Manager

The Opportunity

The Financial Planning Manager plays a key role within the firm’s planning function, partnering closely with advisors to deliver high-quality, client-ready financial plans and maintain consistency across the firm’s planning process.

This is a hands-on role with firmwide influence. You’ll be deeply involved in complex scenario modeling, planning deliverables, and supporting the Financial Planning Committee, with a clear path to expand responsibility and leadership over time.

This role is well-suited for a planner who wants to step up in scope and impact without being pushed prematurely into people management or sales.

• Build and maintain comprehensive financial plans using eMoney, Money Guide Pro , and Holistiplan
• Prepare customized, client-facing planning deliverables and analyses
• Partner with advisors to support client meetings and planning presentations
• Support and participate in Financial Planning Committee meetings and follow-ups
• Help ensure consistency, accuracy, and quality across planning deliverables firmwide
• Serve as a go-to technical planning resource for the advisory team
• Collaborate with tax, investment, and client service teams on integrated planning strategies

• Experience in financial planning or advisory support within an RIA or similar wealth management environment
• Strong technical planning foundation (cash flow, retirement modeling, tax-aware planning, estate coordination)
• Highly detail-oriented with strong written and verbal communication skills
• Organized, dependable, and comfortable managing multiple planning cases
• Collaborative team player who values process, quality, and consistency
• Familiarity with Schwab custodial environments is a plus

• Target Total Compensation: $115,000 – $140,000 (base + incentive)

This role is intentionally designed with long-term upside. With strong performance, it can evolve into a Director of Financial Planning position over time.

• Planning-focused role —
  no business development or asset-gathering expectations
• Opportunity to own and influence the firm’s planning standards and process
• Exposure to complex, meaningful planning cases
• Clear growth path without being thrown into people management prematurely
• Supportive, collaborative advisory team with a strong planning culture

This search is being conducted confidentially by Garry Executive Search.

Apply directly to start a discreet conversation.

Garry Executive Search is a boutique recruiting firm specializing exclusively in talent for the independent wealth management and RIA industry. We partner closely with advisory firms to deliver highly targeted, confidential searches focused on planning, client service, and advisory professionals.

Garry Executive Search is an equal opportunity recruiting firm. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other legally protected status.