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Director of Financial Planning Content (aka Director of Guides)

$80,000 - $110,000 salary based on experience
Closing date
Mar 22, 2022

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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  • Manage Guide Production Calendar.
  • Manage, coordinate & lead the Guide Creation team
  • Lead and manage the updates of existing guides (including annual limit updates)
  • Assist in the development of the new guides
  • Develop and implement ideas to improve the overall member experience by working in coordination with the team.
  • Develop a system to manage and improve the quality control process
  • Create process improvements to create/update guides more accurately and efficiently
  • Support operations and marketing as needed (address inquiries, feedback, etc.)

Ideal Candidate: 

The ideal candidate would have some of (or, even better, all of) the following traits:

  • Self-motivated enough to work in a virtual environment with limited supervision
  • Substantial experience in project management and growing a team while holding them accountable to specific deliverables and time-sensitive deadlines (3+ years of experience)
  • Have an extremely strong inclination for continuous learning
  • An immaculate attention to detail and strong follow-through
  • Be able to think logically through topics and document them succinctly
  • Completion of CFP education or equivalent required, with a strong preference for also having a relevant Master’s degree, CPA license, and/or other advanced designations
  • Direct planning experience with clients is a positive, but not required

Compensation / Benefits:

  • $80,000 - $110,000 salary based on experience
  • Bonus available if company goals are met
  • $2,000 budget for additional professional education or other training/skills education
  • $1,000 budget for technology hardware/software or related office materials
  • $2,000 conference budget
  • 17 days of paid time off for combined vacation + sick, plus 6 national holidays
  • Access to a 401(k)
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