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Financial Planning Director

2 months ago

Stamford, Connecticut, United States Jobs via eFinancialCareers Full time
Director, Financial Planner/Wealth Advisor

At Webster, we're dedicated to helping individuals, families, and businesses achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.

Key Responsibilities:

  1. Collect and review client information to create comprehensive financial plans.
  2. Prepare detailed analyses and projections using software such as eMoney and Excel.
  3. Present financial plans and recommendations to clients.
  4. Update plans to reflect changes in client circumstances and tax laws.
  5. Stay up-to-date on tax law, regulations, and investment climate.
  6. Collaborate with Private Bank colleagues to strengthen client relationships.

Requirements:

  • Bachelor's degree required; MBA or JD a plus.
  • Certified Financial Planner (CFP) designation required.
  • Minimum seven to ten years relevant experience.
  • Strong analytical and communication skills.
  • Proficient in Excel and financial planning software.

What We Offer:

A competitive salary range of $120,000 USD to $160,000 USD, plus incentive compensation. We're an equal opportunity employer and welcome applications from diverse candidates.