Our client is a full-service financial advisory practice that serves high net worth and emerging
high net worth clients with wealth management, tax-efficient savings strategies, estate planning,
risk management, and retirement planning.
Director of Planning Job Duties:
· Work jointly with lead advisors and specialists on designated client relationships.
· Oversee and prepare client analysis net worth statements, cash flow plans, estate summaries,
insurance reviews, retirement analyses and tax planning.
· Use our firms’ proprietary planning process to create analyses and recommendations for
advisors to present to clients
· Maintain client confidence and trust through zero defect work and professional
communications
· Manage planning team to ensure client presentations are prepared, reviewed, and finalized
before meetings
· Drive research and make recommendations for complex planning cases and unique scenarios.
Qualifications:
· Bachelor’s Degree in business, finance and/or related industry experience
· Ability to assess client financial situations and analyze portfolios to develop and implement
comprehensive financial plans aligned with client goals
· Strong analytical, problem solving, and written and verbal communication skills
· Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced
environment
· 5+ years of financial planning experience
· Committed to professional development
· CFP designation or close to obtaining.
· Strong communication and interpersonal skills.
· Ability to work and thrive in a collaborative professional team environment.
· Familiarity with Microsoft applications and data entry and information retrieval software
