Director of Financial Planning - Delos

First United Bank•Dallas, TX

About The Position

The Director of Financial Planning owns financial planning quality and consistency across Delos Private Client Group and Delos Wealth Advisors. The role leads and develops the Private Client Group planning team and its comprehensive, goals-based planning practice, while designing, deploying, and monitoring a standardized, technology-enabled planning program for Wealth Advisors. The Wealth Advisors program is intentionally lighter-touch than the Private Client Group offering, but every Wealth Advisor is expected to deliver it and be monitored against its standards. The position serves as a senior practitioner on complex, high-net-worth planning engagements and establishes planning standards, workflows, and best practices. It also oversees selection, configuration, and administration of financial planning platforms, and uses reporting and analytics to monitor plan quality, platform use, and program adherence. The role collaborates with investment, operations, compliance, Wealth Sales, Trust Sales, and the Wealth Advisors Program Manager. It reports to the Chief Investment Officer of Delos Private Client Group. This role does not carry sales production credit, AUM growth targets, or P&L accountability; it does not own trust origination or administration, investment management decisions, or Wealth Advisors’ production performance management. The position is based in Dallas-Uptown.

Requirements

CFP® designation is required.
At least 5 years of experience in comprehensive financial planning.
Deep expertise in retirement income planning, tax planning strategies, estate planning concepts, and investment planning.
Demonstrated ability to lead and develop planning teams in a fast-paced, growth-oriented environment.
Hands-on experience with eMoney Advisor, MoneyGuidePro, or comparable financial planning software, including platform administration.
Series 65 or 66 license, or ability to obtain one within 90 days of hire.
Exceptional written and verbal communication skills, including the ability to explain complex financial concepts to diverse audiences and skill levels.

Nice To Haves

Advanced credentials such as CPA, CFA, CEPA, CPWA, ChFC, or a legal degree.
Experience designing or standardizing a financial planning program for a multi-channel advisor population, such as RIA, broker-dealer, and/or insurance channels.
Experience in an RIA, independent broker-dealer, or fee-only advisory environment.
Familiarity with the Oklahoma and/or Texas wealth management market.
Experience monitoring advisor adherence, compliance, or quality standards at scale.
Background in business owner planning, executive compensation, or trust and estate strategies.
Prior experience reporting to or partnering with a CIO and a separate advisor-platform Program Manager.

Responsibilities

Serve as a senior planner on complex, high-net-worth client engagements involving retirement, tax, estate, cash flow, insurance, and investment strategy.
Lead, mentor, and develop the Delos Private Client Group financial planners and associate advisors.
Establish and maintain planning standards, workflows, and best practices for comprehensive plans.
Review and approve plans prepared by junior planners for accuracy and alignment with client goals.
Develop a repeatable Private Client Group planning process that can scale while preserving personalization.
Design a standardized, lighter-touch financial planning program for Delos Wealth Advisors, scoped to their broker-dealer, RIA, and insurance channels.
Define minimum planning deliverables, workflows, cadence, and criteria for escalation to a comprehensive Private Client Group plan.
Create training, templates, and enablement materials to support consistent program delivery by Wealth Advisors.
Monitor and report advisor adherence to the planning program, identify gaps, and work with the Program Manager on remediation.
Refine the planning program using adoption data, advisor feedback, and client outcomes.
Select, configure, and administer financial planning platforms across Delos Private Client Group and Delos Wealth Advisors.
Establish the system of record and reporting cadence for monitoring plan creation, completion, and adherence.
Collaborate with operations and compliance to ensure planning processes and technology use meet regulatory standards.
Develop reporting and analytics to track Private Client Group planning quality and capacity and Wealth Advisors program adoption.
Partner with the Chief Investment Officer of Delos Private Client Group on the planning department’s strategic roadmap.
Work with the Delos Wealth Advisors Program Manager to align the planning program with the platform’s operating model and advisor experience.
Coordinate with Wealth Sales and Trust Sales leadership so planning findings inform appropriate sales, referral, and trust conversations without taking over production ownership.
Stay current on financial planning trends, tax law changes, and regulatory developments affecting client strategies.
Participate in prospect meetings and explain Delos’s planning approach when appropriate.
Share planning findings and client needs collaboratively with Wealth Sales and Trust Sales leadership.