Managing Director, Advanced Planner

Job Locations
US-CA-San Francisco


At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 


Incredible teams doing exceptional work, every day

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals within First Republic Investment Management (FRIM), First Republic Securities Company (FRSC),  First Republic Trust Company (FRTC), and Foreign Exchange. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.


Common goals, uncommon potential

This position is a Managing Director, Advanced Planner role which is responsible for the development, design and implementation of a suite of planning services that include consultations, wealth assessments and comprehensive financial plans as well as other wealth planning deliverables.  The team of Advanced Planners serve multiple client segments and this position will primarily work with $8 million plus investment management opportunities; on average $40-50 million net worth clients. Responsibilities will include acting as a point of contact for individual clients and presenting all aspects of the planning services and deliverables. 


What you'll do as a Managing Director, Advanced Planner:


Manage and deliver wealth planning advice as well as overseeing the planning process for each client engagement and develop the wealth plans or other planning deliverables for client presentation.  The candidate will:

Have significant expertise in the area of estate and gift tax, wealth transfer planning and income tax planning.

Market the Advanced Planning Services to internal colleagues as well as clients or prospects of First Republic.

Engage clients and independently compile the required information for plan development and recommendations.

Assemble all applicable client data necessary to develop a solid, viable, meaningful wealth plan or deliverable. This process involves direct contact with the client or the client’s other advisors such as their accountant and attorney.

Utilize planning software and other applications to build financial models based on client data and information compiled.

Independently conduct research and analyze data as required

Independently review and prepare an analysis of a client’s estate planning documents.

Deliver major aspects of the wealth plan, other planning deliverables and planning recommendations and advice to the client.


Secondary responsibilities include:

Managing confidential client information

Managing client pipeline and the engagement from initiation to completion

Main point of contact with private banking, wealth management teams and internal resources regarding client engagements

Lead various special projects related to planning

The successful candidate will demonstrate strong and deep technical knowledge in various wealth planning topics.  Additionally, the candidate will have existing expertise or willingness to obtain knowledge of planning software, specifically eMoney and WealthTec applications. 


The successful candidate will demonstrate strong and deep technical knowledge in various wealth planning topics.  Additionally, the candidate will have existing expertise or willingness to obtain expert knowledge of financial planning software, specifically eMoney and WealthTec applications. 


You could be a great fit if you have:

  • Minimum of 5-10 years of experience in wealth and financial planning
  • CPA, JD or Certified Financial Planner (CFP) designation required.
  • Have a strong understanding of financial planning concepts, strategies and solutions sufficient to independently understand how and what to model in various analytical tools and software.
  • Demonstrate dynamic analytical and technical abilities and strong attention to detail
  • Experience with complicated planning required
  • Knowledge of banking and wealth management products and services
  • Solid understanding of investments and financial markets
  • Excellent communication and presentation skills
  • Perform independent research as needed to gain a technical understanding of concepts and strategies.
  • The aspiration of being a team player with a sincere desire to play a role in a growing the Advanced Planning business.
  • Ability to manage multiple responsibilities under high pressure
  • A “high touch” client service approach
  • Proficiency with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on NumberCruncher, WealthTec, and eMoney software


Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.


We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.


We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.


If you are curious to learn more about this opportunity, we'd love to hear from you.


This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.


First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.


For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.