Jobs
>
Fort Worth

    Director, Financial Planning - Fort Worth, United States - Thinkfind Corporation

    Thinkfind Corporation
    Thinkfind Corporation Fort Worth, United States

    3 weeks ago

    Default job background
    Full time
    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.
  • Thinkfind Corporation

    Director, Financial Planning

    2 weeks ago

    Thinkfind Corporation Fort Worth, United States Permanent

    Salary: $ $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 ...

  • Peak Utility Services Group

    Financial Planning and Analysis

    2 weeks ago

    Peak Utility Services Group Fort Worth, United States 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 ...

  • Thinkfind Corporation

    Director, Financial Planning

    2 weeks ago

    Thinkfind Corporation Fort Worth, United States

    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 Pla ...

  • First Command Financial Services

    Director, Financial Planning

    2 weeks ago

    First Command Financial Services Fort Worth, United States

    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, F ...

  • First Command Financial Services

    Director, Financial Planning

    5 days ago

    First Command Financial Services Fort Worth, United States

    Job Description · 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. ...

  • Peak Utility Services Group

    Financial Planning and Analysis

    2 weeks ago

    Peak Utility Services Group Fort Worth, United States 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, ...

  • Financial Additions

    Director, Financial Planning

    2 weeks ago

    Financial Additions Fort Worth, United States

    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 t ...

  • Staffing Future

    Director, Financial Planning

    1 week ago

    Staffing Future Fort Worth, United States

    Director, 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 ...

  • First Command Financial Services

    Director, Financial Planning

    1 week ago

    First Command Financial Services Fort Worth, United States

    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 ...

  • Financial Additions

    Director, Financial Planning

    3 weeks ago

    Financial Additions Fort Worth, United States

    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 ...

  • Thinkfind Corporation

    Director, Financial Planning

    3 weeks ago

    Thinkfind Corporation Fort Worth, United States 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 Pla ...

  • Frontier Communications

    Financial Planning

    1 week ago

    Frontier Communications Dallas, United States

    Description · Financial Planning & Analysis Manager (Wholesale) · At Frontier, seeing what's beyond the horizon is in our fiber. And we've been doing just that for over 80 years – connecting communities with emerging communications technology across the country. At Frontier, we ...

  • DuraServ Corp

    Financial Planning

    3 weeks ago

    DuraServ Corp Carrollton, United States

    Job Description · Job DescriptionJob Summary · The Analyst, Financial Planning, and Analysis will serve as a key contributor in supporting reporting, analysis, visualization of metrics and key performance indicators, forecasting, budgeting, and planning company-wide. The role wil ...

  • AECOM

    Financial Planning

    1 week ago

    AECOM Southlake, United States Permanent

    Job 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 ...

  • Frontier, Inc.

    Financial Planning

    2 weeks ago

    Frontier, Inc. Dallas, United States

    · Financial Planning & Analysis Manager (Wholesale) · At Frontier, seeing what's beyond the horizon is in our fiber. And we've been doing just that for over 80 years - connecting communities with emerging communications technology across the country. At Frontier, we're transfor ...

  • Vizient

    Financial Planning

    1 week ago

    Vizient Irving, United States

    When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional deve ...

  • AECOM

    Financial Planning

    3 weeks ago

    AECOM Southlake, United States

    **Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...

  • Creation Technologies

    Financial Planning

    1 week ago

    Creation Technologies Dallas, United States

    It'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 ...

  • UPLAND CAPITAL GROUP INC

    Financial Planning

    3 weeks ago

    UPLAND CAPITAL GROUP INC Dallas, United States

    Job 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 ...

  • AECOM

    Financial Planning

    1 week ago

    AECOM Dallas, United States Permanent

    Job 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 ...