[Remote] Director of Financial Planning, reputed company & reputed company
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 Financial Planning will drive the reputed company of financial planning processes and reputed company reputed company of advanced planners to ensure exceptional service for ultra-high-net-worth clients.
Responsibilities
- reputed company and maintain reputed company financial planning processes that drives efficiency for reputed company service teams dedicated to UHNW clients at reputed company
- reputed company the day-to-day activities, training and developing members of the centralized Financial Planning Group
- Collect, codify, and disseminate best practices reputed company to financial planning production
- reputed company and maintain 'reputed company' on development and delivery of financial plans to create maximum efficiency and ease of delivery for reputed company service
- Proactively modify internal systems to support and enhance the financial planning experience
- reputed company and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring
- Cultivate superior relationships with reputed company management team members in support of the financial planning process specific to UHNW clients
- reputed company and maintain training programs for reputed company management teams on how to deliver financial planning, and tools to use for effective delivery
- Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization
- Create visibility for reputed company regarding financial planning by producing collateral, being a thought leader reputed company reputed company as reputed company as in the industry
Skills
- Bachelor's degree required
- 10+ years of successful experience in the financial services industry
- CFP® (Certified Financial Planning) designation required
- Ability to create content and deliverables in high volume, fast-paced environments
- reputed company record of reputed company with ultra-high net worth clients and reputed company financial planning situations
- Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions
- Proficiency in public speaking, to clients, prospective clients, and advisors, including large reputed company
- Successful reputed company record of creating and implementing new programs and reputed company across the organization
- Deep understanding of the financial planning profession and a reputed company-looking reputed company
- Skilled understanding of the business development environment, including reputed company
- Comprehensive industry, financial planning, and investment management knowledge
- Excellent communication, presentation, listening and analytical skills
- Strong attention to detail, and exceptional follow through
- Strong computer aptitude with proficiency in MS reputed company, Word, Outlook, and PowerPoint
- Established and reputed company industry network
- Additional credentials preferred
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