Director of Financial Planning
2 weeks ago
As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive financial plans, performing financial modeling and reviewing estate plans for our clients. You may be asked to attend and present in client meetings. The firm’s goal is to build a sophisticated financial planning division to support our advisory team in delivering intelligent financial planning solutions and a best-in-class service offering to our clients.
Responsibilities
- Coach, manage, and lead the Financial Planning team on a day-to-day basis to ensure quality of work and consistency.
- Serve as an internal resource to the firm's Financial Planners and Advisors.
- Work collaboratively with the advisory team on ensuring we are offering our clients a holistic wealth management experience.
- Design and monitor financial planning progress for the firm's client base.
- Build a process for continuous improvement and learning for the advisory team.
- Oversee training and career-path development and performance criteria within the Financial Planning department.
- Oversee technology tools, development, and implementation to drive better client engagement, service excellence, impact, value, and efficiency within the department.
- Work with the Operations team to develop and integrate workflows within the department to achieve greater efficiency and quality of care for clients as well as integration across the organization.
- Work with the Investment team to ensure the planning materials, forecasts, and reporting align with capital market assumptions.
- Oversee the firm’s relationships with outside professional advisors, external resource providers, partners & vendors that support the Financial Planning department.
- Ensure Salesforce (CRM) is optimized to support the advisory team’s work and that the Planners and Advisors are trained and utilizing the CRM to manage workflow, client service, business development and task management.
- Design and update financial plans using eMoney financial planning software.
- Develop retirement projections, income tax projections and estimates, and estate plans with subsequent recommendations.
- Participate and present as a subject matter expert in client meetings.
- Special projects as needed to enhance financial planning delivery and consistency.
Qualifications
- 5+ years of financial planning experience, preferably working with HNW and UHNW clients.
- Prior Management experience is desirable.
- Bachelor’s degree, ideally in business, accounting, finance, mathematics and/or economics.
- Certified Financial Planner™ certification required; CPA and/or JD desirable.
- A passion for financial planning.
- Proven technical, analytical, and problem-solving skills.
- Highly proactive; must have strong work ethic.
- Extreme attention to detail.
-
Director of Financial Planning
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Indianapolis, United States Fi3 Financial Advisors, LLC Full timeAs the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...
-
Director of Financial Planning
3 days ago
Indianapolis, United States Fi3 Financial Advisors, LLC Full timeAs the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...
-
Director of Financial Planning
1 week ago
Indianapolis, United States Fi3 Financial Advisors, LLC Full timeAs the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...
-
Director of Financial Planning
1 week ago
Indianapolis, United States CareerBuilder Full timeAs the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive...
-
Director of Financial Planning
7 days ago
Indianapolis, United States Ncaa Full timeJob Function: The Director of Financial Planning & Analysis (FP&A), Business Planning, owns forecasting, budgeting, and cost oversight within the NCAA organization. This critical role has visibility to senior leadership as financial support for evaluating the financial impact of key initiatives. Working closely with cross functional partners, this role...
-
Director of Accounting
1 week ago
Indianapolis, United States Creative Financial Staffing Full timeJob Title: Director of Accounting for NON-Profit Location: Indianapolis, IN About Our Client: For more than a century, our client's faith-based organization has stood as a beacon of hope and compassion in our community in Indianapolis. Rooted in unwavering faith, they have dedicated themselves to serving those in need, providing solace, support, and...
-
Financial Director
2 weeks ago
Indianapolis, United States Visionaire Partners Full timeFinance DirectorImmediate opportunity for a Finance Director to join a top-notch company experiencing rapid growth!RESPONSIBILITIES: Integrates local market(s) intelligence into the planning processOwn market(s) performance management processes, strategic planning, and forecasting.Facilitates communication among local market leadership, commercial finance,...
-
Financial Director
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Indianapolis, United States Visionaire Partners Full timeFinance DirectorImmediate opportunity for a Finance Director to join a top-notch company experiencing rapid growth!RESPONSIBILITIES: Integrates local market(s) intelligence into the planning processOwn market(s) performance management processes, strategic planning, and forecasting.Facilitates communication among local market leadership, commercial finance,...
-
Financial Analyst
16 hours ago
Indianapolis, United States Creative Financial Staffing Full timeFinancial AnalystNortheast IndianapolisIndustry: RetailSalary: 65k-75kFinancial Analyst Responsibilities: Financial, analytical, and strategic support on special projects, ad-hoc, and support long-term business needs Support process to prepare detailed annual financial budgets and monthly financial forecasts Determine financial status by comparing and...
-
Associate Financial Planning Consultant
7 days ago
Indianapolis, United States Avantax Planning Partners Full timePosition Summary Avantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client experience....
-
Associate Financial Planning Consultant
4 days ago
Indianapolis, United States Avantax Planning Partners Full timePosition Summary Avantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client...
-
Associate Financial Planning Consultant
Found in: Appcast US C2 - 1 week ago
Indianapolis, United States Avantax Planning Partners Full timePosition SummaryAvantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client...
-
Associate Financial Planning Consultant
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Indianapolis, United States Avantax Planning Partners Full timePosition SummaryAvantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client...
-
Director of Accounting
4 days ago
Indianapolis, United States Creative Financial Staffing Full timeAre you an experienced accounting and finance professional who is looking to join a mission-driven non-profit in Indianapolis? Location: Downtown Indianapolis Title: Director of Accounting & Finance Salary: 100k-110k Hybrid schedule Industry: Non-profitDirector of Accounting & Finance Job Responsibilities:- Lead and manage 3 accounting and finance staff...
-
Director of Accounting
Found in: Talent US 2 C2 - 6 days ago
Indianapolis, United States Creative Financial Staffing Full timeAre you an experienced accounting and finance professional who is looking to join a mission-driven non-profit in Indianapolis?Location: Downtown IndianapolisTitle: Director of Accounting & FinanceSalary: 100k-110kHybrid scheduleIndustry: Non-profitDirector of Accounting & Finance Job Responsibilities:- Lead and manage 3 accounting and finance staff members.-...
-
Manager, Financial Planning
3 days ago
Indianapolis, United States Hyundai Capital Services Full timeJob DescriptionDescriptionWho We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory and facility financing. And, through these dealerships, we provide indirect vehicle financing...
-
Manager, Financial Planning
5 days ago
Indianapolis, United States Hyundai Capital Services Full timeJob Description Description Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory and facility financing. And, through these dealerships, we provide indirect vehicle...
-
Director of Financial Aid
7 days ago
Indianapolis, United States South College Full timeJob Description Job Description Description: South College invites capable, energetic, outgoing, applicants who are focused on transforming lives of our customers/students! At South College, you will help implement our strategy of “Where Dreams Find Direction!” We are one of the nation’s fastest growing institutions of higher learning with over 11,000...
-
Director of Financial Aid
2 weeks ago
Indianapolis, United States SOUTH COLLEGE Full timeJob DescriptionJob DescriptionDescription:South College invites capable, energetic, outgoing, applicants who are focused on transforming lives of our customers/students! At South College, you will help implement our strategy of “Where Dreams Find Direction!” We are one of the nation’s fastest growing institutions of higher learning with over 11,000...
-
Indianapolis, United States America's Auto Auction Full timeCandidates must reside in the greater Indianapolis area. Role Description: As a financial planning and analyst intern, you will assist with the development of monthly and quarterly reports, as well as competitive analyses and company dashboards. You will also participate in the review and rationalization of management financial reports, analyze company...