Director of Financial Planning

10 hours ago

Hanover, United States Rockland Trust Full time

At Rockland Trust, we pride ourselves on delivering exceptional financial services to our clients. Our Investment Management group is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Join our dynamic team as the Director of Financial Planning. This role offers flexibility to work from our Boston, Hanover or Franklin office locations.

The Director of Financial Planning will lead responsibility for the financial planning experience for Rockland Trust’s Investment Management clients. The areas of oversight will include investment planning, retirement planning, estate planning, tax planning, and protection planning. The DFP will work with the Relationship Management (RM) team to ensure current key clients in IMG receive a financial plan. The DFP will be a part of the value added services Rockland Trust’s Investment Management Group (IMG) alongside our tax services, insurance services, and private banking teams. The DFP will also be responsible for training the Relationship Managers, Portfolio Managers, Financial Consultants and other RTC colleagues about the various individual modules as well as the comprehensive planning services we can provide. The DFP will design the fee schedule for the services provided within IMG.

Skills:

Deep Knowledge of Financial Planning and its importance in a comprehensive wealth management service offering. Practical experience in both implementing plans as well as leading a financial planning practice. Broad knowledge of investments, estate planning, tax and insurance. An understanding of the compliance and regulations pertaining to providing Financial Planning services in a Fiduciary/Bank environment.

Requirements:

• Bachelors degree from an accredited college or university or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC or CPA license

• 10 Years of relevant work experience

• 5 Years minimum of crafting and delivering financial plans to private clients

• Strong written and verbal communication skills

• Detail oriented

• Ability to work as a team player as well as an individual contributor

• Ability to build and lead a team also preferred

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more

At Rockland Trust youll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Director of Financial Planning

    1 week ago

    Hanover, United States Rockland Trust Full time

    At Rockland Trust, we pride ourselves on delivering exceptional financial services to our clients. Our Investment Management group is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Join our dynamic team as the Director of Financial Planning. This role offers flexibility to work from our Boston,...

  • Director of Financial Planning

    2 weeks ago

    Hanover, United States Rockland Trust Full time

    At Rockland Trust, we pride ourselves on delivering exceptional financial services to our clients. Our Investment Management group is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Join our dynamic team as the Director of Financial Planning. This role offers flexibility to work from our Boston,...

  • Financial Director

    2 weeks ago

    Hanover, New Hampshire, United States The Kendal Corporation Full time

    ControllerKendal at Hanover is a non-profit Continuing Care Retirement Community, serving 400 residents. We strive to provide a supportive environment for growth and learning, tailored to each individual's needs.Key Responsibilities:Monitor and analyze the financial position of Kendal, providing timely reports on current and projected financials.Collaborate...

  • Financial Planning and Analysis Manager

    2 weeks ago

    Hanover, New Hampshire, United States Dartmouth College Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning and Analysis Manager to join our team at Dartmouth College. As a key member of our finance team, you will be responsible for managing the financial planning and analysis efforts to support divisional leadership, providing insights and recommendations to drive strategic...

  • Financial Services Professional

    7 days ago

    Hanover, Pennsylvania, United States Thrivent Financial Full time

    Build a Meaningful Career as a Thrivent Financial AdvisorAs a Thrivent Financial advisor, you will have the opportunity to make a positive impact in the lives of others while building a rewarding career. Our advisors provide holistic purpose-based financial advice to clients, helping them achieve their goals and live more generous lives.Key...

  • Financial Director

    2 weeks ago

    Hanover, New Hampshire, United States Kendal At Hanover Full time

    Controller Job DescriptionKendal at Hanover is a non-profit Continuing Care Retirement Community seeking a skilled Controller to lead its financial activities. As a key member of the finance team, you will be responsible for analyzing and monitoring the financial position of the organization, preparing timely reports, and maintaining high standards for...

  • Financial Planning Analyst

    2 weeks ago

    East Hanover, New Jersey, United States Trioptus LLC Full time

    Job Title: Budget Planning Analyst Location: East Hanover, NJ Job Description: To support the financial planning and analysis activities for the ESO/SCM divisions in the US market, covering for the base team focused on LDC project. Key Responsibilities: Support financial reporting and closing activities for External Supply and Supply Chain Organizations....

  • Financial Operations Director

    1 week ago

    Hanover Park, Illinois, United States Trova Full time

    Job DescriptionAs a key member of the Trova team, the Financial Operations Director will be responsible for ensuring timely and accurate payment of invoices and providing professional responses to vendor payment inquiries. This role requires a proactive approach to identifying key trends and variances impacting cash flow, maintaining clean books, and...

  • Financial Director

    3 weeks ago

    Hanover, New Hampshire, United States Kendal At Hanover Full time

    Controller Job DescriptionKendal at Hanover is a non-profit Continuing Care Retirement Community, home to 400 residents. We strive to provide a supportive environment that fosters growth and learning.Job Summary: We are seeking a skilled Controller to lead our financial activities. The successful candidate will be responsible for analyzing and monitoring our...

  • Chief Financial Strategist

    7 days ago

    Hanover, Massachusetts, United States Rockland Trust Full time

    Financial Planning Leadership OpportunityAt Rockland Trust, we are seeking a highly skilled Director of Financial Planning to lead our Investment Management group in delivering exceptional financial services to our clients. This role offers the opportunity to work with a dynamic team and contribute to the success of our clients through personalized financial...

  • Finance Director

    2 weeks ago

    Hanover, New Hampshire, United States Dartmouth College Full time

    Job SummaryDartmouth College seeks a highly skilled and experienced Finance Director to join its team. The successful candidate will be responsible for managing the financial planning and analysis efforts to support divisional leadership, providing insights and recommendations to drive strategic decision-making.Key ResponsibilitiesManage the financial...

  • Associate Director, M&A Planning and Integration

    2 weeks ago

    East Hanover, New Jersey, United States Novartis Full time

    Job SummaryThis role is responsible for developing and implementing the Novartis tax planning strategy, ensuring alignment with the overall business strategy. The Associate Director, M&A Planning and Integration will partner closely with other business stakeholders and within the tax function to drive the strategic direction of an inclusive, globally...

  • Associate Director, M&A Planning and Integration

    2 weeks ago

    East Hanover, New Jersey, United States Novartis Full time

    Job SummaryThis role is responsible for developing and implementing the Novartis tax planning strategy, ensuring alignment with the overall business strategy. The Associate Director of M&A Planning & Integration will partner closely with other business stakeholders and within the tax function to drive the strategic direction of an inclusive, globally...

  • Associate Director, M&A Planning and Integration

    1 month ago

    East Hanover, New Jersey, United States Novartis Full time

    Job Description SummaryThis role is responsible for developing and implementing the Novartis tax planning strategy, ensuring alignment with the overall business strategy. The Associate Director of M&A Planning and Integration will partner closely with other business stakeholders and within the tax function to drive the strategic direction of an inclusive,...

  • Associate Athletic Director of Finance and Administration

    2 weeks ago

    Hanover, New Hampshire, United States Dartmouth College Full time

    Job SummaryWe are seeking a highly skilled and experienced financial professional to join our team as an Associate Athletic Director of Finance. This role will be responsible for providing financial leadership and support to the athletic department, including budget planning, financial analysis, and financial reporting.Key ResponsibilitiesDevelop and manage...

  • Nursing Director

    4 weeks ago

    Hanover, New Hampshire, United States Genesis HealthCare Full time

    Director of Nursing Job DescriptionWe are seeking a highly skilled and experienced Director of Nursing to lead our nursing team and drive excellence in patient care.The ideal candidate will have a passion for working with seniors and a strong background in nursing leadership, with a focus on delivering high-quality healthcare.Key Responsibilities:Lead and...

  • Financial Representative Trainee

    2 weeks ago

    Hanover, Virginia, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and revenue.Key Responsibilities:Develop and implement...

  • Sales Director

    2 weeks ago

    Hanover, Wisconsin, United States Gecko Hospitality Full time

    Job Title: Hotel Director of SalesGecko Hospitality is seeking a seasoned Hotel Director of Sales to lead our sales and events team. As a key member of our leadership committee, you will be responsible for driving revenue growth and developing strategic partnerships to meet our hotel's group revenue goals.Key Responsibilities:Develop and execute sales...

  • Financial Representative Trainee

    2 weeks ago

    Hanover, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)--Boston, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503420 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...

  • Chief Financial Officer

    7 days ago

    Hanover, Massachusetts, United States Group 1 Auto Full time

    At Group 1 Automotive, we are seeking a highly skilled Financial Services Director to join our team at Mercedes-Benz of Hanover.The ideal candidate will have a proven track record of success in finance management, with a strong focus on customer satisfaction and team leadership.Key responsibilities will include:Recruiting, hiring, and developing associates...