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Director of Financial Planning

2 months ago

Fort Worth, United States Insight Global Full time

Required Skills & Experience

- At least 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. - At least 5 years’ experience in the financial services industry in a leadership role. - Obtains CFP

Nice to Have Skills & Experience

- Familiar with Agile Framework (Preferred). - Envestnet MoneyGuide

Job Description

The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise. In addition, each Director will have an assigned area of responsibility within the department’s operational structure, to be defined in a separate Statement of Responsibilies: This person is a visionary thought leader who builds and maintains collaborative relationships with key HO business partners, including Field Force Training, Advisor Ops, Supervision & Surveillance, Marketing, BIS, Legal/Compliance, and the Field Force. This person is a 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. This role requires a deep understanding of First Command’s business model and strategic priorities, the ability to access and apply industry knowledge and best practices to First Command’s processes, and the ability to interact extensively with senior leaders across the organization. Additional skills required include effective communication, collaboration, team building, conflict resolution, and change leadership.