Vice President of Financial Planning

Position: Vice President of Financial Planning

Location: Farmingdale, NY - mainly working remote and commuting to the office as needed. Must live in the metro NY area and have a reasonable commute to the office.

Salary: 180k-210k plus bonus and incentive plan

Summary: LHH Recruitment Solutions is partnering with a leading financial institution on Long Island to hire a Vice President of Financial Planning.

This is a senior leadership role responsible for driving the growth, performance, and overall success of the organization’s investment services program.

Position Overview

The Vice President of Financial Planning will serve as a key leader, responsible for executing a strategic vision focused on expanding advisor headcount, increasing revenue, and enhancing client engagement. This role will also ensure operational excellence, regulatory compliance, and the development of a high-performing advisory team.

Key Responsibilities

• Lead and execute a comprehensive sales and growth strategy to drive revenue, advisor productivity, and client engagement

• Establish performance metrics, accountability standards, and sales expectations for advisors and support teams

• Drive recruiting efforts to build a strong pipeline of experienced advisors and emerging talent

• Oversee onboarding programs to accelerate advisor productivity and integration

• Provide ongoing coaching and mentorship, focusing on business development, book-building, and relationship management

• Identify advisor book acquisition opportunities and support financial analysis for strategic growth decisions

• Partner cross-functionally with retail banking, marketing, and leadership teams to drive referrals and enhance the client experience

• Ensure all sales practices align with regulatory requirements and internal compliance standards

• Monitor KPIs, sales performance, forecasting, and production analytics to inform executive decision-making

Qualifications

• FINRA Series 7, 63, and 24 licenses required

• Life, Accident & Health Insurance License required

• Strong leadership background within financial services, wealth management, or investment programs

• Proven ability to drive sales growth and develop high-performing teams

• Strong analytical, strategic thinking, and relationship management skills

• Proficiency in Microsoft Office and general business systems

Additional Details

• Location: Long Island, NY

• Travel: Approximately 15%

• Full supervisory responsibility with direct leadership of advisory teams

Pay Details: $180,000.00 to $210,000.00 per year

Search managed by: Cara Kelly

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

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