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Financial Planning Director
2 months ago
The Financial Planning Director will work in a local office directly with Financial Advisors to provide holistic financial planning advice and analysis to the firm's clients. As the Financial Planning Director, you will leverage your industry experience and expertise to assist advisors and their clients in clarifying their long-term objectives and taking the steps necessary to reach their goals.
The ideal candidate:
Must have a deep knowledge of quality of advice standards and the ability to review and/or create plans. Will Leverage internal and external resources, and partner with Regional Directors, Internals, and the Case Consulting Unit. Have the ability to identify where a planner is at in their growth and knowledge; and create awareness of available advisor training modules and content, and train advisors. Know how to influence and lead various types of advisors, as well as provide ongoing coaching. Understand appropriate fee structure. Know how to identify opportunities and renewal opportunities. Analyze firm activity to help drive results. Drive financial planning activity to increase planning clients, fees, engagement, and implementation rates while consistency maintaining quality of advice standards. Competently analyze financial planning cases and product opportunities. Grow the number of planners in firm (through conversion, recruiting or partnering) – horizontal and vertical growth and execute a successful training plan for advisors using internal home office resources. Maintain open office hours each week.
Skills:
Excellent communication skills, ability to prioritize, time management, case management, and understanding product utilization.
Qualifications:
5+ years of financial planning & analysis experience
Series 7, 65 or 66, Life, Accident & Health Insurance License
Advanced Professional Designation preferred.
Bachelor’s Degree or equivalent
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