Chief Financial Strategist

Financial Planning Leadership Opportunity

At 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 strategies and expert advice.

Key Responsibilities:

• Lead responsibility for the financial planning experience for Rockland Trust's Investment Management clients.
• Oversee investment planning, retirement planning, estate planning, tax planning, and protection planning.
• Work with the Relationship Management team to ensure current key clients receive a financial plan.
• Design the fee schedule for services provided within the Investment Management Group.

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.

Benefits:

• Competitive compensation with performance incentive awards.
• Health Insurance.
• Dental Insurance.
• 401K and DC Plan for retirement.
• LTD & Life Insurance.
• Day Care Reimbursement.
• Tuition Assistance for graduate and undergraduate programs.
• Award-winning Wellness program.

Rockland Trust is 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.