Director, Central Financial Planning

Job overview

The Director, Central Financial Planning role is listed as onsite in Tampa, FL, with annual compensation of $90,000–$120,000. The role supports Concurrent Financial Advisors and their clients through the firm’s centralized planning model. This senior planning resource provides analysis and execution support across client needs, helping advisors scale their practices while improving planning consistency, efficiency, and service quality.

What you'll do

• Provide comprehensive financial planning and para-planning support
• analyze client financial information
• prepare plans, investment analyses, retirement projections, tax-aware analyses, estate and trust summaries, and insurance analyses
• support advisor meetings and implementation
• refine workflows and templates
• train and mentor planners on tools and methods
• collaborate with internal teams
• ensure compliance and accurate documentation.

What we're looking for

Skills & competencies

director

financial planning

tampa fl

concurrent investment advisors

wealth management

para-planning

retirement planning

tax planning

estate planning

advisor support

centralized planning

full-time

annual salary $90k–$120k

cfp preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching
• dental, health, and vision insurance
• flexible spending account
• life insurance
• paid time off
• equity.

Why this role

The posting identifies CFP certification as strongly preferred and lists planning platforms including RightCapital, MoneyGuidePro, eMoney, and Holistiplan.

About the employer

Concurrent Investment Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.