Director, Financial Planning

4 weeks ago


Fort Worth, United States Financial Additions Full time

Financial Additions has partnered with a top financial institution in Fort Worth in search of a Director, Financial Planning to join their growing team


Company Offers:

  • Highly competitive salary with bonus and top benefits
  • Impactful role essential to overall company and team success
  • High growth opportunity to join a transformative company


Duties and Responsibilities:

  • Change leader who must be able to challenge the status quo, deliver innovative solutions and support enterprise-wide adoption while maintaining support for current Advisor processes.
  • Lead the design, development and implementation of a Financial Planning Engagement Process
  • Collaborate with Integrated Sales in developing a scalable process to communicate opportunities identified in the planning process, to enable follow-up and realize sales opportunities.
  • Serve as the SME for complex financial planning concepts and strategies.


Requirements and Qualifications:

  • Bachelor's degree in finance required
  • CFP required
  • 5-10+ years in the financial services industry with a focus on personal financial planning and experience in face-to-face sales of insurance and investment products.
  • Leadership experience preferred


  • Fort Worth, United States First Command Financial Services Full time

    The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Commands Financial Planning strategic vision. This individual is part of the Financial Planning, Director, Financial, Financial Advisor, Planning, Leadership, Banking


  • Fort Worth, United States First Command Financial Services Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...


  • Fort Worth, United States First Command Financial Services Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...


  • Fort Worth, United States Thinkfind Corporation Full time

    The Director of Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of the client s Financial Planning strategic vision. You will be part of the senior leadership of the Financial Planning department and share responsibility for developing, maintaining and...


  • Fort Worth, United States First Command Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...


  • Fort Worth, United States Thinkfind Corporation Full time

    The Director of Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of the client’s Financial Planning strategic vision. You will be part of the senior leadership of the Financial Planning department and share responsibility for developing, maintaining and...


  • Fort Worth, United States Thinkfind Corporation Full time $145,000 - $172,000

    The Director of Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of the client’s Financial Planning strategic vision. You will be part of the senior leadership of the Financial Planning department and share responsibility for developing, maintaining and...


  • Fort Worth, United States University of North Texas System Full time

    Title: Director, Financial Operations Employee Classification: Director, Financial Operations Campus: University of North Texas - Health Science Center Division: HSC-Finance SubDivision-Department: HSC-Finance and Planning Department: HSC-Finance Office-350201 Job Location: Fort Worth Salary: Salary Commensurate with Experience FTE: 1.000000 Retirement...


  • Fort Worth, United States Peak Utility Services Group Full time

    The Manager of Financial Planning and Analysis is a strategic thought-partner, reporting to the Controller and is responsible for building and ensuring critical support to the senior leadership. This position will focus on creating/building financials tools, reporting mechanisms, business modeling, and financial planning processes (budgeting and...


  • Fort Worth, United States Peak Utility Services Group Full time

    The Manager of Financial Planning and Analysis is a strategic thought-partner, reporting to the Controller and is responsible for building and ensuring critical support to the senior leadership.This position will focus on creating/building financials tools, reporting mechanisms, business modeling, and financial planning processes (budgeting and forecasting)...


  • Fort Worth, United States The Ladders Full time

    The Manager of Financial Planning and Analysis is a strategic thought-partner, reporting to the Controller and is responsible for building and ensuring critical support to the senior leadership. This position will focus on creating/building financials tools, reporting mechanisms, business modeling, and financial planning processes (budgeting and forecasting)...


  • Fort Worth, United States Peak Utility Services Group Full time

    Superior Pipeline Services (SPS) provides turnkey utility infrastructure construction for oil, energy and broadband. With our multiple locations, safety commitment, and expert workforce, we deliver unparalleled quality around-the-clock emergency repair services to our customers and their communities. Whenever you need reliable, end-to-end infrastructure...


  • Fort Worth, United States Peak Utility Services Group Full time

    Superior Pipeline Services (SPS ) provides turnkey utility infrastructure construction for oil, energy and broadband. With our multiple locations, safety commitment, and expert workforce, we deliver unparalleled quality around-the-clock emergency repair services to our customers and their communities. Whenever you need reliable, end-to-end infrastructure...


  • Fort Worth, United States Peak Utility Services Group Full time

    Superior Pipeline Services (SPS ) provides turnkey utility infrastructure construction for oil, energy and broadband. With our multiple locations, safety commitment, and expert workforce, we deliver unparalleled quality around-the-clock emergency repair services to our customers and their communities. Whenever you need reliable, end-to-end infrastructure...


  • Fort Worth, United States Peak Utility Services Group Full time

    Superior Pipeline Services (SPS) provides turnkey utility infrastructure construction for oil, energy and broadband. With our multiple locations, safety commitment, and expert workforce, we deliver unparalleled quality around-the-clock emergency repair services to our customers and their communities. Whenever you need reliable, end-to-end infrastructure...

  • Product Manager

    3 days ago


    Fort Worth, United States First Command Financial Services Full time

    The Product Manager for Financial Planning at First Command will drive the companys strategic initiatives, aligning product offerings with measurable client and business outcomes. By defining an actionable product strategy and building relationships Product Manager, Manager, Product Development, Product Management, Financial Planning, Financial Advisor

  • Financial Planner

    3 weeks ago


    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    2 weeks ago


    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    2 weeks ago


    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    2 weeks ago


    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...