Job Description

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This range is provided by LaSalle Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$135,000.00/yr - $145,000.00/yr

Are you a financial planner with a passion for mentoring, training, and elevating others? Do you thrive on using your expertise to build better client experiences and develop top-tier planning talent? If so, you're a great match for this opportunity!

As the Training Director , you'll play a key role in shaping the future of our client's firm by designing and delivering world-class financial planning training for their client-facing advisors. You'll align colleague development with their rapid client growth, making a tangible impact across the organization.

What You'll Do:

• Serve as a firmwide thought leader in advanced financial planning, especially in income tax and estate planning
• Evaluate planning competencies and develop case studies that sharpen both technical and client-facing skills
• Create internal training materials and white papers for both education and client use
• Present regularly in firmwide sessions, sharing best practices and financial planning insights
• Partner across departments (tech, ops, and advisory) to integrate tools and elevate learning delivery
• Support advisors in complex client situations as a central subject matter expert

What You Bring:

• Bachelor's degree in Finance, Accounting, Financial Planning, Business, or related field
• 5+ years of client-facing financial planning experience with high-net-worth individuals
• Expertise in retirement, estate, income tax, insurance, and executive compensation planning
• Strong presentation and communication skills with proven project management capabilities
• Comfortable leading and mentoring experienced professionals across the firm

Bonus Points For:

• 2+ years of training, curriculum design, or teaching experience
• CFP, CFA, and/or CPA designation
• Experience with tools like eMoney, Salesforce, Holistiplan, BNA, Addepar, Orion, and Cornerstone

Thank you,

Allison Sachnoff

LaSalle Network is an Equal Opportunity Employer m/f/d/v.

LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources, and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries.

LaSalle Network is the premier staffing and recruiting firm, earning over 100 awards for culture, revenue, and industry excellence from major publications, with company experts contributing insights on retention strategies, hiring trends, and challenges to national news outlets.

Seniority level

• Director

Employment type

• Full-time

Job function

• Training

Industries

• Trusts and Estates

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