Director, Financial Planner

21 hours ago

Jericho, United States Webster Bank Full time

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, and Excellence are Webster's values, which set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work

The Director, Financial Planner/Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank.

Responsibilities:

  • Collect, review, and summarize clients' personal and financial information.
  • Prepare analyses and projections including, but not limited to, cash flow, education prefunding, executive benefits analyses, philanthropic giving, estate planning, etc., based on data collected and client objectives using software such as eMoney and/or Excel spreadsheets.
  • Present financial plans and analyses to clients.
  • Update financial plans to reflect changes in clients' personal and financial situations as well as for changes in tax law and investment environment.
  • Research technical issues such as complex estate planning techniques, e.g., GRATs, CRTs, etc., executive benefits considerations, e.g., Section 16(b), etc., and various tax-related issues.
  • Maintain up-to-date knowledge of tax law, regulations, and investment climate.
  • Work collaboratively with Private Bank colleagues to strengthen and expand their client relationships.

Education, Experience & Skills:

  • Bachelor's degree required; MBA or JD a plus.
  • Certified Financial Planner (CFP) designation required.
  • Minimum seven to ten years of relevant experience.
  • Attention to detail with strong analytical skills.
  • Proficient in Excel and strong aptitude in mastering financial planning software such as eMoney.
  • Excellent communication skills, both written and verbal, are a must.
  • Cover letter indicating your experience with providing financial planning analyses to high-net-worth individuals.

The estimated salary range for this position is $120,000 USD to $160,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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