Overview
As a Certified Financial Planner (CFP), the Financial Planning Director will leverage their relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.
About the Role
-Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
-Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
-Collaborate effectively with local management team to prioritize financial planning engagements
-Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
-Facilitate business growth by driving client loyalty
-Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture
-Drive goals based wealth management strategy with Financial Advisors and their clients
-Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
-Remain current with all CFP and/or CPWA continuing education requirements
-Comply with all regulatory requirements, including licensing and registrations.
Responsibilities + Requirements
Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm’s clients in addressing a spectrum of financial and investment needs:
✅ Holder of a bachelor’s degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
✅ Current holder of the CFP and/or CPWA designations
✅ Series 7, 66 licenses required
✅ Exemplary in communication, presentation, time-management and organizational skills
✅ Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
✅ Authorization to work in the U.S. without durational restrictions
✅ Successful completion of background check and pre-employment assessments
✅ Knowledge of Money Guide Pro preferred but not required