Director, Financial Planning

Found in: Appcast Linkedin GBL C2 - 1 week ago


Fort Worth, United States Financial Additions Full time

Financial Additions has partnered with a top financial institution in Fort Worth in search of a Director, Financial Planning to join their growing team


Company Offers:

  • Highly competitive salary with bonus and top benefits
  • Impactful role essential to overall company and team success
  • High growth opportunity to join a transformative company


Duties and Responsibilities:

  • Change leader who must be able to challenge the status quo, deliver innovative solutions and support enterprise-wide adoption while maintaining support for current Advisor processes.
  • Lead the design, development and implementation of a Financial Planning Engagement Process
  • Collaborate with Integrated Sales in developing a scalable process to communicate opportunities identified in the planning process, to enable follow-up and realize sales opportunities.
  • Serve as the SME for complex financial planning concepts and strategies.


Requirements and Qualifications:

  • Bachelor's degree in finance required
  • CFP required
  • 5-10+ years in the financial services industry with a focus on personal financial planning and experience in face-to-face sales of insurance and investment products.
  • Leadership experience preferred

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