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Director, Financial Planning
3 weeks ago
Financial Additions Fort Worth, United StatesFinancial 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 t ...
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Financial Planning and Analysis
1 week ago
Peak Utility Services Group Fort Worth, United States Full timeSuperior 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 ...
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Director, Financial Planning
1 day ago
First Command Financial Services Fort Worth, United StatesHow 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 ...
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Director, Financial Planning
2 weeks ago
Financial Additions Fort Worth, United StatesFinancial 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 ...
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Director, Financial Planning
1 week ago
First Command Financial Services Fort Worth, United StatesThe 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, F ...
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Financial Planning and Analysis
1 week ago
Peak Utility Services Group Fort Worth, United States Full timeThe 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, ...
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Director, Financial Planning
3 weeks ago
First Command Fort Worth, United StatesHow 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 i ...
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Director, Financial Planning
1 week ago
Financial Additions Fort Worth, United StatesFinancial 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 t ...
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Director, Financial Planning
6 days ago
Staffing Future Fort Worth, United StatesDirector, Financial Planning · Fort Worth, Texas · Apply Now · Salary: · $145000 – $150000 per Annum · Director, Financial Planning Fort Worth, Texas · The Director of Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role i ...
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Director Financial Planning
3 weeks ago
First Command Financial Services Fort Worth, United StatesHow 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 i ...
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Director, Financial Planning
1 week ago
Thinkfind Corporation Fort Worth, United States PermanentSalary: $ $150000 per AnnumDirector, Financial Planning Fort Worth, TexasThe 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 strateg ...
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Director, Financial Planning
2 weeks ago
Thinkfind Corporation Fort Worth, United States Full timeThe 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 Pla ...
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Director, Financial Planning
2 weeks ago
Thinkfind Corporation Fort Worth, United States Full timeThe 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 Pla ...
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Santander Holdings USA Inc Dallas, United States Full timeAssociate - Financial Planning & Analysis, Corporate StrategyDallas, United States of AmericaThe Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis function. · S/he will provide well-analyzed, d ...
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Financial Planning
3 weeks ago
UPLAND CAPITAL GROUP INC Dallas, United StatesJob Description · Job Description · Primary Function: · The Financial Planning & Analysis Manager will lead the financial planning and analysis function, including forecasting, budgeting, financial modeling, and reporting, while providing strategic insights to support organizat ...
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Financial Planning
3 weeks ago
Uplandcapgroup Dallas, United StatesPrimary Function: · The Financial Planning & Analysis Manager will lead the financial planning and analysis function, including forecasting, budgeting, financial modeling, and reporting, while providing strategic insights to support organizational goals and initiatives. The ideal ...
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Financial Planning
3 weeks ago
UPLAND CAPITAL GROUP INC Dallas, United StatesJob Description · Job Description · Primary Function: · The Financial Planning & Analysis Manager will lead the financial planning and analysis function, including forecasting, budgeting, financial modeling, and reporting, while providing strategic insights to support organizat ...
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Financial Planning
2 weeks ago
UPLAND CAPITAL GROUP INC Dallas, United StatesJob Description · Job DescriptionPrimary Function: · The Financial Planning & Analysis Manager will lead the financial planning and analysis function, including forecasting, budgeting, financial modeling, and reporting, while providing strategic insights to support organizationa ...
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Financial Planning
5 days ago
Creation Technologies Dallas, United StatesIt's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · Creation Technologies is looking for an experienced Financial Planning & Analysis Manager to join its team. This role will ...
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Financial Planning
3 days ago
AECOM Southlake, United States PermanentJob Description · AECOM is seeking a FP&A Manager to support the development and achievement of the organization's goals and objectives by providing accurate, insightful and timely finance support, planning and analysis. This individual will be responsible for working with a team ...
Director, Financial Planning - Fort Worth, United States - Thinkfind Corporation
Description
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 enhancing core Financial Planning capabilities across the enterprise.
This role is responsible for all areas of Advanced Planning for the enterprise.Moving forward, this role is also responsible for leading the development and implementation of a HNW Client Offering, which may be an evolution of the current Advanced Planning offering.
You will be a visionary thought leader who builds and maintains collaborative relationships with key HO business partners, including Field Force Training, Advisor Ops, Supervision & Surveillance, Marketing, BIS, Legal/Compliance, and the Field Force.
You will be a 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.
This position requires at least 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.
At least 5 years of experience in the financial services industry in a leadership role is needed.Working knowledge of the principles of financial planning and deep subject matter expertise in core financial planning topics, including Retirement Income Planning, Income Tax Planning, Investment Planning, Risk Management and Insurance Planning, and Estate Planning is a must.
Essential skills include the ability to use analytical skills and judgment to solve problems with limited information; skilled at conflict resolution; be able to effectively manage multiple projects and processes and provide timely situation reporting to all stakeholders; ability to effectively communicate at all levels within the organization, both orally and in writing.
Advanced credential of Certified Financial Planner (CFP ) or Chartered Financial Consultant Certification (ChFC ) required. Additional industry accreditations are preferred. Must hold FINRA series 7, 24, 66 or equivalent (obtain within 6 months). Familiarity with Agile Framework (Preferred). Bachelor s Degree required, Finance or business-related field preferred.Director, Financial Planning