Director of Financial Planning
2 weeks ago
Job description
About The Company:
Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?
Lord and Richards (LAR) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. LAR is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Director of Financial Planning we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day.
Applicant must have a strong capacity to handle varying work tasks including building financial plans, servicing clients on phone calls, providing exemplary customer service to clients and prospects during in-office visits, calendar management, working with the investment team on recommendations for strategy meetings , critical thinking skills and showing great attention to detail. Being able to lead the financial planning team, giving guidance on cases, while ensuring excellent skills with clients is paramount.
Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.
Serious applicants only please. We are looking for a long-term fit. We are a faith-based firm and that is an important element of our core values. Incredible culture that is shown, not just stated. We look forward to sharing more about who we are with the right candidate
Position Details
Commitment: 36 hours per week, 8 a.m.–5 p.m. M-Thur and 8am to 12pm on Friday.
Compensation: Starting salary range is $125K to 150K, plus opportunity for bonuses based off of performance metrics explained to the right candidate. Full medical and dental benefits and a generous retirement benefit plan. All Holidays off, including the week between Christmas and New Years. Other special incentives discussed with the right candidate.
Minimum Requirements:
- 4-year degree in Accounting, Finance, or related field
- Series 65 or 7/66 with Life & Health Licenses
- 3-7 years in financial services offering investment management and insurance services
- Strong understanding of reporting and financial plan building
- Must have your CFP
- Strong experience with MS Office and the ability to learn new software quickly
- Excellent written and verbal communications skills both in person and via phone
- Proactive mentality, positive attitude, and consistent follow through
- Highly intelligent, strong organizational skills and attention to detail
- Ability to work independently with good time management and critical thinking skills
- PLEASE DO NOT apply if you do not hold financial licenses or are not already in the financial services industry, this hire must already have relevant experience
Additional preferred skills:
- Experience with Salesforce CRM software
- 2+ years working in a fast-paced office environment
Clients & Team Support
- Work with high net worth clients to ensure their retirement is on track
- Building financial reporting models to gauge performance and investment strategies
- Meet face to face with clients in-office or via zoom depending on the day
- Listen to and understand client needs, respond in a prompt and professional fashion on behalf of team members through phone calls, emails and mail.
- Be a high performer who is highly motivated to grow with a rapidly expanding company
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
- No weekends
Work setting:
- In-person
- Office
-
Preschool Center Director
5 days ago
Highlands Ranch, United States The Learning Experience #395 Full time**Benefits**: - 401(k) - Health insurance - Paid time off - Parental leave - Vision insurance **Role: Preschool Center Director** - Join the fastest-growing Academy of Early Education in the nation where "Happy Happens Here"! _ At The Learning Experience, we are dedicated to providing a platform for showcasing talents, sharing ideas, and advancing careers...
-
Division Services Director A&U- Places
4 weeks ago
Highlands Ranch, United States Arcadis Global Full timeArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the world's most complex...
-
Division Services Director A&U- Places
4 weeks ago
Highlands Ranch, United States Arcadis Full timeJob DescriptionArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the world's...
-
Director of Youth Sports Programming
4 weeks ago
Highlands Ranch, United States i9 Sports - Denver, Castle Rock, N Colorado Springs, CO Full timeBenefits/Perks A team-based atmosphere with a focus on Fun! Build leadership skills and gain management experience Online training opportunities Flexible work schedule when not at the venues of play Office duties that accompany this position will be working from the comforts of your own home. Company Overviewi9 Sports offers youth sports leagues,...
-
Director, Technical Solutions
3 days ago
Highlands Ranch, United States Visa Full timeJob DescriptionJob DescriptionCompany DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative,...
-
Director of Fp&a
3 days ago
Ladera Ranch, United States SmartStop Self Storage Full time**_Think Outside the Box!_** A company that embraces CHANGE while enhancing EVERYONE’S journey. **About SmartStop Self Storage** SmartStop® Self Storage is a diversified real estate company in the self-storage industry, operating in 22 states in the U.S. and three provinces in Canada. In addition, SmartStop was awarded: Newsweek’s Best Customer...
-
Director, Visa Commercial Solutions
5 days ago
Highlands Ranch, United States Visa Full timeJob DescriptionJob DescriptionCompany DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative,...
-
Staff Associate
4 days ago
Highlands Ranch, United States Young Life Full timeDescription: Douglas County Colorado is a sleeping giant in Young Life. Located in one of the most beautiful parts in the United States, it is a growing suburban community located conveniently between Denver and Colorado Springs. Douglas County is also only a 30-minute drive into the mountains and only two to four hours from four of Young Life's premier...
-
Director, Technical Solutions
4 days ago
Highlands Ranch, United States Visa Full timeBasic Qualifications * 10 or more years of work experience with a Bachelor's Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD * Must be a self-starter with proven abilities in organizational, conceptual, and logical problem solving * Ability to manage...
-
Memory Care Program Coordinator
4 days ago
Highlands Ranch, United States Brookdale Senior Living Full timeMemory Care Program Coordinator Overview Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity Schedule: Sunday- Thursday 9:00a-5:30p What it takes to be a Clare Bridge Program Coordinator at Brookdale: Our Program Coordinators plans, coordinates, and facilitates a calendar of dementia friendly programs that meet specific needs...
-
Assistant Coach
4 weeks ago
Highlands Ranch, United States Valor Christian High School Full timeDescriptionROLE SUMMARYAn Assistant Coach of the Valor Christian Athletic exists to prepare tomorrow's leaders to transform the world for Christ within the platform of the sport. As a committed follower of Jesus Christ, the Coach will provide excellent support of the program including intentional development of the athletes' faith in Jesus Christ and...
-
Assistant Coach
4 weeks ago
Highlands Ranch, United States Valor Christian High School Full timeDescriptionROLE SUMMARYAn Assistant Coach of the Valor Christian Athletic exists to prepare tomorrow's leaders to transform the world for Christ within the platform of the sport. As a committed follower of Jesus Christ, the Coach will provide excellent support of the program including intentional development of the athletes' faith in Jesus Christ and...
-
Assistant Coach
3 weeks ago
Highlands Ranch, United States Valor Christian High School Full timeDescriptionROLE SUMMARYAn Assistant Coach of the Valor Christian Athletic exists to prepare tomorrow's leaders to transform the world for Christ within the platform of the sport. As a committed follower of Jesus Christ, the Coach will provide excellent support of the program including intentional development of the athletes' faith in Jesus Christ and...
-
Highlands Ranch, United States Kaiser Permanente Full timeDescription: Salary Range: $60.58/hour - $71.25/hourJob Summary:In addition to the responsibilities listed below, this position is responsible for planning for the effective development and implementation of a full range of professional estimating/cost engineering and project control duties of diverse and complex scope; exercising independent judgment and...
-
PT Teller Highlands Ranch South
5 days ago
Highlands Ranch, United States Wells Fargo Full timeWhy Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...
-
Assistant Environmental Project Manager
8 hours ago
Highlands Ranch, United States Arcadis Full timeArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36, people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the worlds most complex...
-
Senior Operations Analyst
4 days ago
Highlands Ranch, United States Udr, Inc. Full timeUDR , Inc. is now hiring a Senior Operations Analyst to join our team at our corporate office in Highlands Ranch. GENERAL SUMMARY OF DUTIES: Focused on supporting the company's operational objectives through data analytics and strategic recommendations. Provide a combination of financial and operational analysis, business intelligence, market research, and...
-
Senior Operations Analyst
5 days ago
Highlands Ranch, United States UDR Full timeUDR , Inc. is now hiring a Senior Operations Analyst to join our team at our corporate office in Highlands Ranch. GENERAL SUMMARY OF DUTIES: Focused on supporting the company’s operational objectives through data analytics and strategic recommendations. Provide a combination of financial and operational analysis, business intelligence, market...
-
Case Management Director II
1 week ago
Highlands, United States Encompass Health Full timeCase Management Director Career OpportunityHighly regarded for your Case Management Director expertiseAre you an experienced and compassionate healthcare professional with a background in case management, seeking a career that aligns with your professional expertise and resonates with your personal values? As the Director of Case Management at Encompass...
-
Heart of House Team Members
5 days ago
Highlands Ranch, United States Red Robin International, Inc. Full timeHeart of House Team Members Red Robin isn't your typical burger restaurant. We're a team filled with unbridled energy, magnetic personalities, and a passion for having fun! We also have a passion for developing our Team Members! Did you know over 40% of our Managers were Team Members at one time? Many of these individuals are now General Managers, Regional...