Director of Wealth Planning - Pittsburgh, United States - Confluence Financial Partners

Description

The Director of Wealth Planning's primary responsibility is the leadership of the firm's central Wealth Planning Team.

The Wealth Planning Team exists to provide the firm's advisors with tools and guidance that contribute to an outstanding client experience.

The Team is a centralized resource that works to add value in the following areas:
Goal Planning, Tax Planning, Estate Planning, and Insurance Planning.

The Director of Wealth Planning also works closely with firm leadership to develop innovative tools and processes that ensure that clients have a consistent and outstanding experience.

The ideal candidate will bring comprehensive planning experience to the position, along with a desire to embrace and implement Confluence's four Core Values:
Do Right, Improve Everyday, Enjoy The Journey, and Be Grateful .
Responsibilities

Lead Wealth Planning Team
Function as an expert/knowledge center for all things related to wealth planning
Oversee construction of all client and prospect financial plans through MoneyGuide Pro
Develop and oversee processes around tax and estate planning, including in depth analysis of client tax and estate documents using third-party software
Supervise all insurance related business conducted by Confluence
Guide the firm's strategic direction, related to wealth planning
Innovate wealth planning solutions for both Confluence advisors and clients
Participate as an expert in client/prospect meetings as invited by advisors
Write articles and develop content for firm marketing
Function as a thought-leader related to wealth planning topics
Train and equip new advisors/associates who will spend significant time on the Wealth Planning Team as they look to learn and gain experience
Other duties as assigned
Qualifications

7+ years' experience related to wealth planning, either directly with clients or as part of a centralized team
Strong oral and written communication skills
Proficient in Microsoft Office Suite programs, especially Excel

Job Type:
Full-Time

Salary:
Starting at $125,000

Work Location:
Multiple Locations (McMurray, PA; Pittsburgh, PA; Sewickley, PA)
Paid Time Off (PTO)
Paid holidays, aligning with stock market closures
401(k)
Life & Disability Insurance
Maternity/Paternity Leave
Employee assistance program (EAP)
Confluence Financial Partners

values diversity in its hiring process and practices.

The firm does not discriminate against candidates or employees on the basis of race, gender, sexual orientation, disability, or other such status.

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