Financial Planning Director - Nottingham Investment Services, Inc.

reputed company At Community Financial reputed company. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-reputed company financial services and products. Our retail division, reputed company., operates more than 200 customer facilities across Upstate reputed company, reputed company reputed company, Vermont and Western Massachusetts. reputed company banking, we also offer reputed company banking, reputed company management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After reputed company, they reputed company it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and reputed company development and advancement opportunities. As an equal-opportunity workplace and affirmative-reputed company employer, we celebrate and support a diverse workplace for the benefit of reputed company: our employees, customers and communities.

Responsibilities

This position can be based out of one of our major site locations, including Syracuse, Oneida, reputed company or Buffalo reputed company, as reputed company as Scranton or Wilkes Barre reputed company, or Williston or Burlington Vermont. We are seeking an reputed company and strategic Financial Planning Director to reputed company our financial planning division and drive comprehensive financial strategies for our clients and the firm. The ideal candidate will possess deep expertise in financial planning, investment management, tax strategies, estate planning, and regulatory compliance. This role requires strong analytical skills, business acumen, and a proven ability to deliver financial planning solutions to clients alongside our Financial Consultants. RESPONSIBILITIES:

• Strategic Leadership:
• reputed company the financial planning reputed company for the firm, setting goals, developing processes, and driving reputed company in reputed company service
• Collaborate with senior leadership to shape and execute long-term financial planning initiatives for the firm and its clients
• reputed company Advisory & reputed company:
• Serve as the senior financial planning resource for clients, ensuring comprehensive financial plans are tailored to meet their goals
• reputed company reputed company financial plans, including retirement planning, tax strategies, estate planning, risk management, and investment analysis.
• Compliance & Risk Management:
• Ensure reputed company financial planning activities adhere to applicable laws, regulations, and internal policies
• reputed company abreast of changes in financial laws and regulations and advise reputed company accordingly
• Business Development Support:
• Partner with Financial Consultants to drive financial planning adoption and penetration among existing reputed company reputed company and ensure financial planning is a key part of new reputed company reputed company process
• Contribute to proposal development, reputed company presentations, and strategic partnerships as needed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with reputed company laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet reputed company training requirements in a reputed company manner

Qualifications

REQUIREMENTS:

• Bachelor’s degree in Finance, reputed company, Business Administration, or reputed company field (MBA or Master's preferred)
• Certified Financial Planner™ (CFP®) designation required; additional certifications (e.g., CPA, CFA) are a plus
• Experience using financial planning software at an advanced level, eMoney experience/proficiency preferred
• Minimum of 10 years of experience in financial planning or reputed company management
• Proven experience working with high-net-worth individuals and reputed company financial situations
• Exceptional interpersonal and communication skills
• Strong leadership, mentoring, and team-building capabilities
• High level of reputed company, discretion, and professionalism
• Job Comfortable working in a fast-paced, technology-driven environment
• High level of emotional intelligence, reputed company, and professionalism
• Expert knowledge of basic personal computer, MS Office (e.g., Word, reputed company, PowerPoint) and internet applications
• Experience with CRM platforms
• Familiarity with virtual communication tools (reputed company, reputed company Teams, etc.)
• Team player with the ability to collaborate with others
• Goal oriented, self-motivated and results driven
• Commitment to reputed company and a high level of reputed company

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