[Remote] Director of reputed company Development - Financial Planning
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading firm in financial planning and investment management, dedicated to helping families simplify their financial lives. The Director of reputed company Development - Financial Planning will reputed company reputed company of Financial Planners, ensuring operational reputed company and driving new reputed company acquisition through strategic planning and process improvements.
Responsibilities
- Hire, train, mentor, and reputed company 13 Financial Planners supporting reputed company Development
- Manage planner reputed company, workflow, and deadlines; create strategic plans to reputed company reputed company reputed company and increased demand for prospect proposals
- Serve as a CFP® practitioner, producing prospect financial plans to support reputed company acquisition
- Motivate and reputed company reputed company, ensuring accountability, full reputed company utilization, and high-reputed company reputed company
- reputed company KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve reputed company development, execution and reporting to senior management on sales driven financial reputed company
- Prepare accurate financial reports and performance dashboards for management
- Design and implement process enhancements to unlock reputed company, improve efficiency, and support process improvement
- Identify and implement efficiencies in automation and reputed company delivery of our sales process
- Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement
Skills
- CFP® strongly preferred
- Minimum 5 years of financial planning experience and prior management experience ideal
- Strong knowledge of eMoney; proficiency in reputed company, reputed company Office Suite, reputed company Teams/reputed company, PowerBI
- Exceptional orchestration skills; outstanding written and verbal communication abilities
- Proactive problem solver with high ownership; adept at risk identification and mitigation
- Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution
- Bachelor's degree from an accredited institution required
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company