Apply on Employer Site

LHH · 19 hours ago

Director of Financial Planning and Analysis

Metro Jacksonville

Full-time

Onsite

Director/Executive

$155K/yr - $175K/yr

7+ years exp

LHH is seeking an experienced Director of Financial Planning to lead client-facing financial planning initiatives while driving revenue growth and sales strategy. This role combines advanced financial planning expertise with sales leadership and advisor support, along with overseeing sales compensation plans that align advisor behavior with firm growth objectives.

Human Resources

Responsibilities

Lead the development and delivery of comprehensive financial plans, including retirement, estate, tax-aware strategies, and risk management

Partner with advisors on client meetings, plan presentations, and closing opportunities to drive revenue

Lead the design, implementation, and ongoing optimization of sales compensation plans for financial planning and advisory teams

Ensure compensation structures align with growth targets, compliance requirements, and advisor incentives

Drive financial planning revenue through new client acquisition and expansion of existing client relationships

Build scalable financial planning processes, tools, and workflows

Mentor and support advisors and planners to improve technical depth, sales effectiveness, and client outcomes

Collaborate with leadership on pricing strategy, performance metrics, and growth initiatives

Maintain compliance with regulatory, fiduciary, and internal standards

Track and report financial planning revenue, sales performance, and compensation effectiveness

Qualification

Financial planningSales compensation designWealth managementClient-facing experienceRetirement planningEstate planningTax strategiesLeadership skillsCommunication skillsPresentation skills

Required

7+ years of experience in financial planning, wealth management, or advisory services

Proven success in revenue-generating, client-facing planning roles

Strong understanding of retirement planning, estate planning, tax strategies, and insurance solutions

Excellent communication, leadership, and presentation skills

Preferred

Experience designing or managing sales compensation plans preferred

Company

LHH

Glassdoor3.4

At LHH, we believe work should be meaningful, fulfilling, and connected.

Founded in 1967

Jacksonville, Florida, US

10001+ employees

http://www.lhh.com

Funding

Current Stage

Late Stage

Leadership Team

Dave Hilbig

President & CEO, OCM-LHH Utah, Wyoming

Ted Diven, MBA

CEO - OCM / Lee Hecht Harrison (ID, MT, NV)

Recent News

24-7 Press Release Newswire

Marquis Who's Who Honors Kathleen Pollard Ochab for Expertise in Personal Development Consulting

2025-05-17

Company data provided by crunchbase