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    Director, Financial Planning - Fort Worth, United States - Financial Additions

    Financial Additions
    Financial Additions Fort Worth, United States

    1 week ago

    Default job background
    Description
    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 success
    High growth opportunity to join a transformative company

    Duties and Responsibilities:


    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.

    Lead the design, development and implementation of a Financial Planning Engagement Process

    Collaborate with Integrated Sales in developing a scalable process to communicate opportunities identified in the planning process, to enable follow-up and realize sales opportunities.

    Serve as the SME for complex financial planning concepts and strategies.

    Requirements and Qualifications:
    Bachelor's degree in finance required
    CFP required

    5-10+ 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.

    Leadership experience preferred

    #J-18808-Ljbffr
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