Director, Financial Planning

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October 10

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OneDigital

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Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 Description

• serve as the primary resource for advisors with advanced planning questions, ensuring high-quality client advice in complex tax, estate, and risk situations • provide direct support for advisors and with clients on unique financial planning cases • lead ongoing advisor education on financial planning updates, including tax law changes, regulatory shifts, and emerging strategies • curate and deliver timely updates, articles, and training resources to improve tactical advice delivery • facilitate continuing education ensuring advisors remain informed and capable • own the effective use and adoption of planning software (e.g., MoneyGuidePro, EMoney, Holistplan, and other platforms in use) • partner with platform engagement teams to ensure tools are integrated into practice workflows • develop strategies that help advisors and their teams progressively adopt planning technology in a consistent, scalable manner across the organization • train and coach advisors on how to apply planning technology in client interactions and share best practices that support efficiency and consistency • design, launch, and manage advisor study groups, ensuring accountability and consistent peer-to-peer engagement • support practice leaders in knowledge-sharing forums that build stronger field connections and model a unified “OneDigital Way” of planning collaboration • foster a culture of shared learning where best practices in planning, tools, and client service are exchanged and refined collectively • contribute to the long-term vision of an advanced planning desk, expanding expertise in tax, estate, and complex case design • play a key role in exploring financial planning as a fee-based service offering, helping to define and shape future client service models • evaluate and streamline financial planning systems, tools, and processes to reduce complexity and enhance scalability • align planning resources and practices with broader business objectives, ensuring that advisor capacity and client outcomes grow in tandem • support growth and capacity by enabling advisors to expand their reach and deliver more comprehensive planning services efficiently.

🎯 Requirements

• deep technical expertise in financial planning, with the ability to quickly solve complex client challenges • strong communication skills, capable of translating complex concepts into practical guidance for advisors • experience with multiple financial planning technology platforms and tools • proven ability to lead training, education, and small-group facilitation • experience evaluating and improving planning processes, systems, and tools to support efficiency and scalability • collaborative, team-oriented mindset; respected for technical expertise and practical problem-solving • bachelor’s degree in Finance, Accounting, Economics, or related field required • CFP designation required; advanced planning designations strongly preferred • minimum 10 years of experience in financial planning, wealth management, or related field • experience providing technical case support to advisors and developing educational programming strongly preferred.

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts