Financial Planning Director

1 day ago Be among the first 25 applicantsThe Stellarix GroupThe Stellarix GroupFinancial Planning Manager Reporting to: Head of Advisor ServicesPosition OverviewThe Financial Planning Manager will play a key role in supporting the firm’s commitment to comprehensive, holistic financial planning in a fee-based environment. This individual will be responsible for creating well-structured financial plans and working closely with Stellarix advisors to ensure successful plan implementation and renewals, while delivering a best-in-class, client-centric experience. This individual will also create customized recommendations and strategies for financial plans for individuals and addition to preparing financial plans for affluent individuals and business owner clientele, this Certified Financial Planner will support the recruiting and onboarding of new advisors and assist in coaching them to adopt financial planning as the foundation of their practice. The Financial Planning Manager will collaborate with existing advisors’ staff to enhance planning strategies and ensure clients receive consistent, high-quality service aligned with their long-term goals.MetricsFinancial plan count, net new flows, planning fees, clients acquired – tracked on a YTD and YOY basis. Quarterly goals will be determined by the Head of Advisor Services.Principle ResponsibilitiesActively engage enterprise partners and cultivate partnerships with a focus on new sales revenueAbility to maintain a process driven workflow amongst service structureGain people’s commitment to achieve business objectives and goals through clear communication of organizations vision and flexing leadership style to inspire high performanceExhibits appropriate situational leadership, consultative, challenging, supportive and authoritativeProvides stretch opportunities to empower and develop talentExhibits a long-term view for growing business while managing within the MassMutual operating modelLeverages customer insight to develop solutions across all business units to create a customer-centric experienceProvide support to advisors on cases for affluent and high net worth individuals and small business ownersDeliver “best in class” client and planner/advisor experience and growth of plan count and planning feesCreation of customized actionable fee-based plans and supports implementation of recommendationsEnsure a high level of quality of advice is consistently delivered for each caseEmbrace the MassMutual Way in support of a comprehensive, consultative approach to client serviceProactively identifies operational synergies to further organizational growth in affluent marketsAssist in the onboarding process of new Financial Planners for smooth integration and sustainmentExecute a successful training plan for advisors using the home office resources (CCU)Meet with experienced recruits to discuss flexibility and robust nature of Financial Planning platformSupport the growth of financial planners in the firm through vertical and horizontal growthMaster and use provided systems & technology: demonstrate proficiency in investment systems available (including but not limited to A360, E-Money, etc.) to model efficiency to advisors.Knowledge, Skills & Competencies RequiredStrong ability to be process oriented to create consistency and scalability of financial planning workflowsAble to see the long-term vision of financial planning, but operate in the weeds to achieve itClear understanding of the connection between financial planning and LADL/Asset ManagementReal world knowledge of personal and business planning techniquesAbility to influence and drive complex change, strong interpersonal communication skillsAbility to multi-task, be resilient, prioritize projects and adapt to new challengesOutstanding writing, research, and communication skills, ability to analyze and express complex ideas and share informationAbility to work in fast paced environment; ability to work both independently and as part of a teamProficient in using Excel, Word, Access, and Power Point.Experience with eMoney and/or Profiles a significant plus5+ years of experience in financial services industry preparing financial plansBachelor’s degreeCFP designationSeries 7 and Series 66 (or Series 63 and 65) (If not currently held it must be obtained within three months of employment)Ability to work independently while impacting team resultsSeries 24 (or the ability to obtain within six months of hire date)Provide references upon requestCompensation And BenefitsBase salary of $65,000 - $85,000 commensurate with experience and ability. Paid bi-weekly less payroll deduction; W2 roleCompetitive benefits package, including health, retirement, and performance-based office (Denver), Monday – Friday, 8:00am to 5:00pm.Annual Review held in March 2026Compensation: From $65,000 to $85,000 per yearSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at MassMutual by 2xGet notified about new Financial Planning Manager jobs in Denver, CO.Manager of Financial Planning & AnalysisWheat Ridge, CO $94,100.00-$116,700.00 1 month agoDenver, CO $106,500.00-$128,000.00 4 days agoEnglewood, CO $134,068.00-$156,962.00 3 days agoSenior Manager, Finance & Strategy - Deal DeskManager, Enterprise FP&A, BI and Analytics COEDenver, CO $93,312.00-$116,640.00 2 weeks agoManager of Financial Planning and AnalysisAssociate Finance Manager, Procurement FP&ALouisville, CO $95,000.00-$115,000.00 1 month agoDenver, CO $100,000.00-$120,000.00 2 weeks agoDenver, CO $158,900.00-$292,900.00 3 days agoDistrict Business Manager, Hematology-CO/UTManaged Services - FP&A Managed Services: Financial Analytics ManagerJefferson County, CO $70.00-$75.00 4 days agoDistrict Business Manager, Oncology- CO/UTGolden, CO $111,481.00-$139,351.00 2 weeks agoAssistant Store Manager Sally Beauty 00783Assistant Store Manager Sally Beauty 10633Assistant Store Manager Sally Beauty 03795Denver, CO $180,000.00-$250,000.00 2 weeks agoDenver, CO $95,160.00-$120,000.00 2 weeks agoDenver, CO $95,160.00-$120,000.00 2 weeks agoDenver, CO $132,000.00-$167,000.00 4 months agoDenver, CO $10,000.00-$115,000.00 1 day agoWe’re unlocking community knowledge in a new way. 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Created: 2025-10-06