Head of Wealth Planning

About WealthMore

WealthMore isn’t a traditional advisory firm. We're a AI native wealth tech building the future of wealth management. We’re also building wealth management from the media out. Our podcast, All The Wealth, is how we earn trust and attention at scale before a prospect ever books a call; our advisors are how we convert that trust into long-term client relationships.

We’re a Philadelphia-based, SEC-registered investment advisory firm, venture-backed and early-stage, with a mandate to build a genuinely new model for how wealth advice gets built, distributed, and sold — reaching people traditional wirehouses and RIAs have ignored.

The Role

This is not a caretaker planning role. WealthMore is hiring a Head of Wealth Planning to build the team, the methodology, and the growth engine behind our advice business — someone who thinks like a business owner, not just a planner. You’ll lead a team of advisor-entrepreneurs who are equally accountable for bringing in new clients and delivering exceptional planning to the ones they already have. You’ll report directly to the CEO and sit at the center of WealthMore’s growth strategy, not adjacent to it.

We’re looking for someone who’s energized, not intimidated, by the fact that revenue and user growth are core to this job — alongside planning excellence. And if you’re bringing an existing book of clients with you, even better: this is a role built to reward exactly that.

What You'll Do

Build and lead a revenue-generating advisor team

• Recruit, hire, and develop advisors who carry both a planning mandate and a client acquisition mandate — this is a firm of advisor-entrepreneurs, not salaried planners waiting for leads.
• Set and own growth targets: new client acquisition, AUM growth, and revenue per advisor, in partnership with the CEO.
• Build compensation, incentive, and career-path structures that reward advisors for growing their book, not just servicing it.

Turn WealthMore's media reach into client relationships

• Partner closely with the podcast and content team to convert All The Wealth’s audience into prospects and clients — you own the handoff from “listener” to “client.”
• Coach advisors on using content, social presence, and personal brand as acquisition tools, not just planning skill.
• Personally show up as a public voice for the firm when it helps drive growth — podcast appearances, webinars, and educational content in WealthMore’s plain-English, no-jargon style.

Define WealthMore's approach to planning — from scratch

• Design a planning methodology and client experience built for WealthMore’s audience: people who are building wealth for the first time, not inheriting a wirehouse relationship.
• Build the tools, templates, and workflows (in coordination with our custodian, APEX Fintech Solutions) that let this model scale as the advisor team grows.
• Balance rigor and compliance (SEC/RIA fiduciary standards) with a client experience that doesn’t feel like a traditional advisory firm.

Partner on investment strategy

• Work in close, ongoing partnership with WealthMore’s Portfolio Strategy Lead to ensure financial plans and investment portfolios are tightly connected — planning recommendations should drive portfolio construction, not sit in a separate lane from it.
• Serve as the voice of the client and the plan in portfolio conversations, making sure allocation, risk, and tax decisions reflect what advisors are hearing and recommending on the planning side.
• Bring real investment fluency and curiosity to that partnership — this role should be a thought partner to the Portfolio Strategy Lead, not just a translator between planning and portfolios.

Bring — and grow — your own book (if applicable)

• If joining with an existing book of clients: transition those relationships to WealthMore’s platform, supported by our transition/compliance team and custodian, and continue serving them at a lead-advisor level while growing the book using WealthMore’s brand and media reach.
• Serve as lead planner for a select group of complex or high-visibility client relationships — proving out the model you’re asking the team to run.

Operate as a founding leader, not a department head

• Sit on WealthMore’s leadership team; shape decisions on service tiers, pricing, and which planning specialties (tax, estate, equity comp) to build next.
• Be comfortable with a startup’s pace and ambiguity — there is no existing playbook to inherit; you’re writing it.

What You Bring

• 10+ years in financial planning/advisory, with a track record of generating new business — not only managing an inherited book. This is the single most important qualifier.
• A genuine passion for markets and investing — you read market commentary because you want to, not because your job requires it. You have opinions on macro trends and portfolio positioning, and you enjoy debating them.
• Experience working alongside investment teams or portfolio managers — enough fluency in asset allocation and portfolio construction to be a credible, engaged partner to our Portfolio Strategy Lead.
• A track record building or scaling a team, ideally in a startup, independent RIA, or entrepreneurial environment — not exclusively a big-bank career path.
• CFP® required; CFA, CPA/PFS, or JD a plus.
• Comfort operating as a public-facing brand — on camera, on a podcast mic, or in front of an audience — and genuine enthusiasm for WealthMore’s media-first go-to-market.
• Fluency in SEC/RIA fiduciary standards and compliance.
• A magnetic, entrepreneurial personality that will attract other advisor-entrepreneurs to follow you to WealthMore.
• If bringing a book: ability to transfer it — no active non-compete or non-solicit that would block a move (we’ll work through this with you and legal counsel as part of the process).

Who This Isn't For

Career planners looking for a stable book to service, or leaders who want an established process to manage. If growth targets and business development make you uncomfortable, or you’re looking to step back from client-facing/media visibility, this isn’t the right seat. This also isn’t the right fit for a planner who treats investing as someone else’s job — if markets don’t genuinely interest you, or you’d rather hand off every portfolio conversation than lean into it, this role won’t feel right.

Compensation

Structure flexes depending on whether the hire is building a book from scratch or transferring an existing one. The table below reflects the book-transfer structure, built on WealthMore’s existing founding-advisor revenue-share model (40% on advisor-sourced clients, 30% on WealthMore-sourced clients).

Base salary: $100,000 – $130,000

Revenue share — legacy/transferred book, 40% - 60%, depending on size and nature of book

Revenue share — new self-sourced clients, up to 40%

Revenue share — WealthMore-sourced clients, up to 30%

Leadership override: 2–5% of managed team revenue

Equity 1–3%, 4-year vest, 1-year cliff

A candidate building the book from scratch instead would see a higher base ($150,000–$200,000), no legacy revenue share or transition bonus, and equity toward the higher end of the range — reflecting more risk carried up front and less immediate revenue.

Izvor: https://www.linkedin.com/jobs/view/4487673426/

Nivo: c level