Director, Financial Planning (CFP Certification Required)

Company Overview:Strive is a leader of the shareholder-first movement in the United States and has built one of the fastest-growing asset management businesses in the country, with over $1.7B in AUM since its founding in 2022. Strive’s core principles—Excellence, Meritocracy, Innovation, and Capitalism—resonate deeply with both investors and clients.Following the July closing of a $30 million Series B financing round led by Cantor Fitzgerald, Strive is launching its Wealth Management division. We are seeking mission-aligned, best-in-class talent to help us drive success as we expand this new business line.Position Summary:Strive is searching for a Director of Financial Planning (CFP) who will work closely with high-net-worth clients to develop and manage financial plans aligned with their unique financial objectives. This role requires expertise in comprehensive financial planning, alongside strong client relationship skills, to ensure clients receive consistent, tailored support throughout their wealth-building journey.Key Responsibilities:Comprehensive

Financial Planning :

Develop, present, and manage individualized financial plans for clients,

including strategies for investment, tax, estate, and retirement planning

to support client-specific goals.Client

Relationship Management :

Serve as the primary financial planning contact, guiding clients through

each stage of the financial planning process and updating plans as life

circumstances or market conditions evolve.Collaborative

Planning Integration :

Partner with Financial Advisors and investment teams to create a cohesive

wealth strategy that incorporates financial planning and investment

management, optimizing client outcomes.Ongoing

Client Engagement :

Conduct regular reviews and maintain proactive communication with clients

to keep financial plans relevant, make strategic adjustments, and respond

to inquiries.Technical

Proficiency :

Utilize, operate, and maintain industry-leading financial planning

software and tools to produce client plans and simulate various scenarios

for clients to review.Job Requirements:Education

and Certification :

Bachelor’s degree in Finance, Business, Economics, or a related field;

CFP

certification is required .Experience : At least 5 years of

experience in financial planning or advisory roles, with a focus on

high-net-worth clients.Skills

and Competencies :Proficiency in financial

planning principles, including tax optimization, estate strategies, and

investment analysis.Exceptional client service

orientation, with strong interpersonal and communication skills.Proficiency with financial

planning software and CRM tools (Experience with eMoney is

preferred).Ability to manage multiple

client relationships efficiently and accurately.Benefits Highlights:Competitive compensation

package, including initial equity grantHealth, vision, and dental

with a generous employer-paid portion401(k) plan with company matchFlexible & unlimited PTO

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