Current jobs related to Director, Financial Planning - Fort Worth - First Command

  • Financial Planning Director

    4 weeks ago

    Fort Worth, Texas, United States Insight Global Full time

    Essential Qualifications & Experience Minimum of 10 years in the financial services sector with an emphasis on personal financial planning and direct sales experience in insurance and investment products. - A minimum of 5 years in a leadership capacity within the financial services domain. - Certified Financial Planner (CFP) designation is required....

  • Financial Planning Director

    4 weeks ago

    Fort Worth, Texas, United States Insight Global Full time

    Essential Qualifications & Experience Minimum of 10 years in the financial services sector, emphasizing personal financial planning with hands-on experience in direct sales of insurance and investment offerings. - A minimum of 5 years in a leadership capacity within the financial services domain. - Certification as a CFP is required. Preferred Qualifications...

  • Financial Planning Director

    4 weeks ago

    Fort Worth, Texas, United States Insight Global Full time

    Required Skills & Experience - Minimum of 10 years in the financial services sector, emphasizing personal financial planning and hands-on sales experience in insurance and investment products. - At least 5 years in a leadership capacity within the financial services industry. - Certification as a CFP is mandatory. Preferred Skills & Experience - Familiarity...

  • Director of Financial Planning

    2 months ago

    Fort Worth, United States Insight Global Full time

    Required Skills & Experience - 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’ experience in the financial services industry in a leadership role. - Obtains CFP Nice to Have Skills & Experience - Familiar with...

  • Financial Planning Director

    4 weeks ago

    Fort Worth, Texas, United States Insight Global Full time

    Required Skills & Experience - Minimum of 10 years in the financial services sector with an emphasis on personal financial advisory and direct sales of insurance and investment offerings. - At least 5 years in a leadership capacity within the financial services arena. - Certification as a Certified Financial Planner (CFP) is mandatory. Preferred Skills &...

  • Financial Planning Manager

    5 days ago

    Fort Worth, Texas, United States Financial Additions Full time

    Financial Manager Job DescriptionAt Financial Additions, we are seeking a highly skilled Financial Manager to join our team. The successful candidate will be responsible for developing and managing financial plans, including budgets and forecasts, to drive business growth and success.Key Responsibilities:Financial Planning: Develop and manage financial...

  • Financial Planning Director

    2 days ago

    Fort Lauderdale, Florida, United States The Clark-Ito Group, Inc. - Executive Recruitment Full time

    Director, Financial Planning and AnalysisOur premier client, a leading organization in the industry, is seeking a highly skilled Director, Financial Planning and Analysis, to join their North Fort Lauderdale office. Reporting to the Senior Vice President, this key role will be responsible for providing in-depth financial analysis and insights to drive...

  • Financial Planning Director

    2 days ago

    Fort Lauderdale, Florida, United States The Clark-Ito Group, Inc. - Executive Recruitment Full time

    Director, Financial Planning and AnalysisOur esteemed client, a leading organization in the industry, is seeking a highly skilled Director, Financial Planning and Analysis, to join their team in North Fort Lauderdale. Reporting to the Senior Vice President, this key role will be responsible for providing in-depth financial analysis and insights to drive...

  • Head of Financial Planning Operations

    4 weeks ago

    Fort Worth, Texas, United States Insight Global Full time

    The Senior Director of Financial Strategy plays a pivotal role in guiding the strategic vision of the organization by reporting directly to the Vice President of Financial Planning. This position is integral to the senior leadership team within the Financial Planning division, sharing the responsibility for the development, enhancement, and maintenance of...

  • Director, Financial Planning

    4 weeks ago

    Fort Worth, United States Thinkfind Corporation Full time $150,000 - $175,000

    About the Job: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,...

  • Director of Financial Planning and Analysis

    2 days ago

    Fort Lauderdale, Florida, United States Apotex Corp. Full time

    Job Summary:The Director, Financial Planning & Analysis plays a pivotal role in ensuring accurate and timely financial reporting, as well as robust financial forecasting. This position demands a high level of attention to detail, strong analytical ability, and excellent verbal and written communication skills.The ideal candidate will have a broad background...

  • Director, Financial Planning and Analysis

    4 days ago

    Fort Lauderdale, United States The Clark-Ito Group, Inc. - Executive Recruitment Full time

    Our premier client is seeking to hire a Director, Financial Planning & Analysis, for their North Fort Lauderdale (area) office. Reporting to the Senior Vice President, the Director FP&A will be responsible for providing both high level and detailed financial analysis of our clients' business units. This position is the primary liaison between departments to...

  • Director, Financial Planning and Analysis

    4 days ago

    fort lauderdale, United States The Clark-Ito Group, Inc. - Executive Recruitment Full time

    Our premier client is seeking to hire a Director, Financial Planning & Analysis, for their North Fort Lauderdale (area) office. Reporting to the Senior Vice President, the Director FP&A will be responsible for providing both high level and detailed financial analysis of our clients' business units. This position is the primary liaison between departments to...

  • Financial Planning Specialist

    4 weeks ago

    Fort Worth, Texas, United States Gpac Full time

    Unlock Your Potential as a Financial Planning SpecialistGpac is seeking a skilled Financial Planning Specialist to provide expert financial guidance to clients. As a Financial Planning Specialist, you will play a pivotal role in helping individuals achieve their financial goals through tailored strategies and expert advice.Key Responsibilities:Build and...

  • Financial Planning Specialist

    5 days ago

    Fort Worth, Texas, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals and families achieve financial security. As a Financial Advisor, you'll play a critical role in building long-lasting relationships with clients, providing guidance, and helping them meet their financial goals.Our Financial Advisory Firm in Fort Worth...

  • Financial Planning Specialist

    4 weeks ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Job OverviewSalary: $65K - $90K DOEAbout UsTobias Financial Advisors, established in 1980, is dedicated to providing customized wealth management and financial advisory services to high-net-worth individuals and business proprietors. Our expertise lies in proactive tax strategies and navigating significant life changes. With a steadfast commitment to...

  • Director of Financial Reporting

    2 months ago

    Fort Worth, United States AgTrust Farm Credit Full time

    Job DescriptionJob DescriptionDirector of Financial Reporting at AgTrust Farm CreditAgTrust Farm Credit is a full-service cooperative lender specializing in financial products and services for farmers, ranchers, agribusinesses, rural homeowners, and those looking to buy that piece of real estate in the country.We have 19 office locations serving 81 counties...

  • Financial Planning Specialist

    4 weeks ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Position OverviewSalary: $65K - $90K DOEAbout Our FirmTobias Financial Advisors, established in 1980, provides customized wealth management and financial advisory services for high-net-worth individuals and business proprietors. We specialize in proactive tax strategies and effective life transitions. Our commitment to fiduciary duty and a collaborative...

  • Financial Wellness Director

    3 weeks ago

    Fort Dodge, Iowa, United States TA Group Financial Full time

    Job Title: Financial Wellness DirectorAt TA Group Financial, we are committed to making a meaningful impact in communities by helping families secure their financial well-being during critical times.Why Choose a Career with Us?We offer a clear leadership path for personal and professional growth, with opportunities to develop your skills and advance your...

  • Financial Planning Associate

    4 weeks ago

    Fort Washington, Pennsylvania, United States Gute Financial Services, Inc. Full time

    Overview:The Financial Planning Associate is integral to the effective management of client portfolio assessments, oversight of financial strategies, and comprehensive support for client service operations. This role requires collaboration within a team environment while also demonstrating the capability to manage tasks autonomously. Direct interaction with...

Director, Financial Planning

4 months ago

Fort Worth, United States First Command Full time

How Will Your Role Impact First Command?

The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise. In addition, each Director will have an assigned area of responsibility within the department’s operational structure, to be defined in a separate Statement of Responsibility.

This person is 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. This person is 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 role requires a deep understanding of First Command’s business model and strategic priorities, the ability to access and apply industry knowledge and best practices to First Command’s processes, and the ability to interact extensively with senior leaders across the organization. Additional skills required include effective communication, collaboration, team building, conflict resolution, and change leadership.

What Will You Be Doing?

See separate Statement of Responsibility associated with the current role opening.

Who Will You Lead?

See separate Statement of Responsibility associated with the current role opening.

What Skills/Qualifications Do You Need?

Education

Bachelor’s Degree required, Finance or business-related field preferred.

Work Experience - required

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’ experience in the financial services industry in a leadership role.

Familiar with Agile Framework (Preferred).

Certifications

Advanced credential of Certified Financial Planner (CFP

) or Chartered Financial Consultant Certification (ChFC

) required.

Additional industry accreditations preferred.

Must hold FINRA series 7, 24, 66 or equivalent (obtain within 6 months).

Knowledge, Skills and Abilities

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.

Demonstrate First Command core values and ability to work collaboratively.

Knowledge of the financial planning industry and the business of personal financial planning.

Knowledge of investment industry and the business of Broker/Dealers and Registered Representatives.

Knowledge of the Registered Investment Advisor business and associated Investment Advisor Representatives.

Knowledge of the life insurance industry and the business of a general insurance agency and insurance agents.

Able to use analytical skills and judgment to solve problems with limited information.

Must be skilled at conflict resolution.

Must 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.

Statement of Responsibility:

The

Director, Financial Planning

is part of the senior leadership of the Financial Planning Department and shares responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise. In addition, each Director has an assigned area of responsibility within the department’s operational structure which is defined in this Statement of Responsibility.

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. Core responsibilities of this role include:

Lead the design, development and implementation of a Financial Planning Engagement Process for a HNW Client Service Model:

Collaborate with stakeholders to design and launch an integrated HNW service offering.

Identify the relevant planning topics for target market and build a scalable engagement process to deliver it.

Collaborate with Integrated Sales in developing a scalable process to communicate opportunities identified in the planning process, to enable follow-up and realize sales opportunities.

Lead the Retirement Planning Advocate(s).

Represent Financial Planning / Advanced Planning for the field and enterprise:

Stay current on industry research and trends relevant to this client segment.

Serve as the SME for complex financial planning concepts and strategies.

Advocate for the technology capabilities needed to identify, track and effectively service this client segment.

Advocate for and support the creation of educational and topical content for Advisors to effectively serve this client segment.

Lead Advanced Planning Consultants (APC) Team:

Enhance the team’s capability to serve as a subject matter expert on the financial planning process, plan development and case design, and on planning considerations for clients nearing or in retirement.

Expand the team’s current focus on tax efficiency in retirement income planning to a more comprehensive approach which provides an accurate analysis of client’s current financial situation, an assessment of risks and opportunities, and strategic options to enhance client outcomes.

Optimize the team’s operations to achieve scale.

#LI-NC1

#J-18808-Ljbffr