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Director of Financial Planning

1 month ago

Boston, United States Rockland Trust Full time
Job Description

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.

Responsibilities

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.

Qualifications

Requirements:
  • Bachelor's 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 you'll 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.