Managing Director of WealthPlanning

Full-time Regular

Summary: This position is responsible for working closely with the firm’s clients and relationship managers, as well as other in-house and outside advisory professionals, to analyze a client’s current financial situation and develop sophisticated plans (comprehensive or modular) designed to address a client’s key concerns, implementation of those recommendation and spot issues and opportunities that might impact the realization of client’s goals.

Salary Range: The salary range budgeted for this position is $200,000/yr to $250,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties and Responsibilities:

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
• Understands and complies with requirements of all laws and regulations applicable to the position
• Define the scope of the planning engagement
• Gather qualitative and quantitative client data
• Understand the client’s current financial situation, concerns, and goals
• Develop recommendations for actions and services appropriate to the client’s situation
• Implement and monitor plan recommendations
• Analyze and interpret current client data and the probability of successfully meeting goals
• Model alternative options for the success of the plan, if necessary
• Spot potential problems and opportunities
• Generate client presentation materials
• Participate in meetings with prospective client(s) and possible travel with relationship managers to highlight services and value proposition of the planning group
• Lead and participate in plan presentation meetings to effectively communicate results and recommendations to the client and relationship managers
• Research specific issues relevant to clients or requested by relationship managers
• Keep current on changes in trends and laws and communicate changes to colleagues and clients
• Coach and support advisors in developing a financial planning process; serve as mentor to the Wealth Planning team
• Perform other duties as assigned

Supervisory Responsibilities: This position does not have supervisory responsibilities

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

• Bachelor’s Degree required and CFP® certified
• Minimum of 8 to 10 years of experience in a financial planning capacity
• Additional background in tax, finance, estate, tax or business law, investment management, and/or insurance preferred
• Familiar with the Financial Planning process (the 6 Steps of Financial Planning) and most basic concepts of investment, retirement, insurance, income tax, estate, and risk planning

Skills:

• Must be proficient with Microsoft Office Suite, PowerPoint, and Adobe Acrobat X Pro. CRM (or other contact management software), financial planning software (such as eMoney), preferred
• Well-developed work ethic
• Exceptional organizational and follow-up skills
• Exceptional math, analytical, and research skills
• Excellent verbal and written communication skills
• Work effectively with a team or independently
• Work efficiently with a heavy workflow, tight time constraints, varying personality types, and related pressures

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.