Wealth Planning Director
4 days ago
Carson Group Holdings, LLC is seeking a highly skilled and experienced Director of Financial Planning to join our team. As a key member of our Advanced Solutions Leadership Team, you will be responsible for managing the operations of our Financial Planning department, ensuring the highest levels of customer service, and fostering a culture of teamwork.
The ideal candidate will have a strong background in financial planning, excellent technical skills, and supervisory experience. They will be responsible for providing oversight of all financial planning activities, maintaining CFP standards, and building and maintaining partner firm relationships.
Key Responsibilities:
- Manage the day-to-day operation of the planning department, including oversight responsibility for compliance.
- Combine technical expertise with management skills as a hands-on technical supervisor.
- Prepare and present advisor and client education.
- Demonstrate and sell wealth plan solutions to existing and potential partners.
- Recommend planning solutions suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
- Balance department growth, referral activities, customer follow-up, administrative compliance, and personal growth and development according to both a day-to-day and longer-term plan.
- Plan and manage resources (time, people, budget) to run a productive department.
- Seek the expertise of team members, where appropriate, to identify planning strategies for a client.
- Establish and maintain relationships with the management team and inform management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies.
- Complete mandated training, assessments, performance goals, and continuing education requirements.
- Complete semi-annual performance reviews of team members.
- Market the department's services internally and externally.
What We Offer:
- Base salary
- Bonus potential
- 401(k) plus matching
- Health benefits
- A great working environment
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.
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