Director of Financial Planning

2 weeks ago

Littleton, United States Lord and Richards, Inc. Full time

Job description

About The Company:

Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?

Lord and Richards (LAR) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. LAR is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Director of Financial Planning we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day.

Applicant must have a strong capacity to handle varying work tasks including building financial plans, servicing clients on phone calls, providing exemplary customer service to clients and prospects during in-office visits, calendar management, working with the investment team on recommendations for strategy meetings , critical thinking skills and showing great attention to detail. Being able to lead the financial planning team, giving guidance on cases, while ensuring excellent skills with clients is paramount.

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.

Serious applicants only please. We are looking for a long-term fit. We are a faith-based firm and that is an important element of our core values. Incredible culture that is shown, not just stated. We look forward to sharing more about who we are with the right candidate

Position Details

Commitment: 36 hours per week, 8 a.m.5 p.m. M-Thur and 8am to 12pm on Friday.

Compensation: Starting salary range is $125K to 150K, plus opportunity for bonuses based off of performance metrics explained to the right candidate. Full medical and dental benefits and a generous retirement benefit plan. All Holidays off, including the week between Christmas and New Years. Other special incentives discussed with the right candidate.

Minimum Requirements:

  • 4-year degree in Accounting, Finance, or related field
  • Series 65 or 7/66 with Life & Health Licenses
  • 3-7 years in financial services offering investment management and insurance services
  • Strong understanding of reporting and financial plan building
  • Must have your CFP
  • Strong experience with MS Office and the ability to learn new software quickly
  • Excellent written and verbal communications skills both in person and via phone
  • Proactive mentality, positive attitude, and consistent follow through
  • Highly intelligent, strong organizational skills and attention to detail
  • Ability to work independently with good time management and critical thinking skills
  • PLEASE DO NOT apply if you do not hold financial licenses or are not already in the financial services industry, this hire must already have relevant experience

Additional preferred skills:

  • Experience with Salesforce CRM software
  • 2+ years working in a fast-paced office environment

Clients & Team Support

  • Work with high net worth clients to ensure their retirement is on track
  • Building financial reporting models to gauge performance and investment strategies
  • Meet face to face with clients in-office or via zoom depending on the day
  • Listen to and understand client needs, respond in a prompt and professional fashion on behalf of team members through phone calls, emails and mail.
  • Be a high performer who is highly motivated to grow with a rapidly expanding company

Benefits:

  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday
  • No weekends

Work setting:

  • In-person
  • Office

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