Director, Financial Planning

3 weeks ago

Fort Worth, United States Thinkfind Corporation Full time
The Director of Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of the client’s Financial Planning strategic vision. You will be part of the senior leadership of the Financial Planning department and share responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise. This role is responsible for all areas of Advanced Planning for the enterprise. Moving forward, this role is also responsible for leading the development and implementation of a HNW Client Offering, which may be an evolution of the current Advanced Planning offering. You will be 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. You will be 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 position requires 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 of experience in the financial services industry in a leadership role is needed. Working knowledge of the principles of financial planning and deep subject matter expertise in core financial planning topics, including Retirement Income Planning, Income Tax Planning, Investment Planning, Risk Management and Insurance Planning, and Estate Planning is a must. Essential skills include the ability to use analytical skills and judgment to solve problems with limited information; skilled at conflict resolution; be able to effectively manage multiple projects and processes and provide timely situation reporting to all stakeholders; ability to effectively communicate at all levels within the organization, both orally and in writing. Advanced credential of Certified Financial Planner (CFP®) or Chartered Financial Consultant Certification (ChFC®) required. Additional industry accreditations are preferred. Must hold FINRA series 7, 24, 66 or equivalent (obtain within 6 months). Familiarity with Agile Framework (Preferred). Bachelor’s Degree required, Finance or business-related field preferred.

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