Director, Financial Planning

Responsibilities

• Serve the client's best interests, providing outstanding financial advice guidance
• Effectively evaluate client situations and analyze their needs
• Develop and present a compelling set of recommendations
• Adept at building positive relationships with clients
• Skilled at influencing clients to improve their financial well-being

Requirements

• Direct client-facing experience in a fee-based wealth management or planning role
• Results driven approach with a consistent track record to form relationships
• Desire for role with base salary, performance-based compensation and growing earnings potential
• Must possess an active Series 65
• Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
• A Clean U-4
• A Certified Financial Planner (CFP) or other certification is desired but not required

Pay

• The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus
• Your bonus potential is directly linked to your performance and success in growing sales and client relationships
• Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions

Schedule

• Not specified

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions