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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
1 week 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
4 days 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
2 days 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
4 days 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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Financial Planning
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Xanitos Dallas, United StatesXanitos is seeking a Financial Planning & Analysis Manager. · *Remote Position - Ideally located out of Dallas, Chicago, Boston, Philadelphia, Los Angeles or New York* · Identifies reporting inconsistencies within the business units and sets standards for budgeting, performance ...
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Financial Planning
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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
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Financial Planning
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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 ...
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Financial Planning
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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 ...
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Financial Planning
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Vizient Irving, United StatesWhen 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 ...
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Financial Planning
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Gordon Ramsay North America Irving, United StatesJob Description · Job DescriptionGordon Ramsay North America is adding a Financial Planning & Analysis Manager to our growing team. This individual will act as a critical link in processing data into usable insights for our restaurant and corporate teams, allowing our restaurants ...
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Financial Planning
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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 ...
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Financial Planning
5 days 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
1 week 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
6 days ago
AECOM Southlake, United StatesAECOM 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 Financial Planning, Manager, ...
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Financial Planning
1 week ago
Kolter Solutions Carrollton, United StatesKolter Solutions is seeking a FPA Analyst · Location: · Dallas/Fort Worth · Duties: · Provide monthly financial analysis and identify trends relating to performance, spending, profitability analysis · Develop and maintain best practices to ensure accurate and timely reportin ...
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Financial Planning
6 days ago
AECOM Dallas, 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 ...
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Financial Planning
2 days ago
DuraServ Corp Carrollton, United StatesJob 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 ...
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Financial Planning
1 week ago
Reynolds Consumer Products Inc. Carrollton, TX, United StatesWe currently have an opportunity for a Plant Financial Analyst to join our team located in Carrollton, TX. · You will play a key role in the Accounting and Financial control of the manufacturing facility with the support of the Plant Controller. This position will interact with ...
Director Financial Planning - Fort Worth, United States - First Command Financial Services
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.
This individual is part of the senior leadership of the Financial Planning department and shares responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise.
In addition, each Director will have an assigned area of responsibility within the department's operational structure, to be defined in a separate Statement of Responsibility.
This person is 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.
This person is 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 role requires a deep understanding of First Command's business model and strategic priorities, the ability to access and apply industry knowledge and best practices to First Command's processes, and the ability to interact extensively with senior leaders across the organization.
What Will You Be Doing?
See separate Statement of Responsibility associated with the current role opening.
Who Will You Lead?
See separate Statement of Responsibility associated with the current role opening.
What Skills/Qualifications Do You Need?
Education
Bachelor's Degree required, Finance or business-related field preferred.
Work Experience - required
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.
Familiar with Agile Framework (Preferred).
Certifications
Advanced credential of Certified Financial Planner (CFP) or Chartered Financial Consultant Certification (ChFC) required.
Additional industry accreditations preferred.
Must hold FINRA series 7, 24, 66 or equivalent (obtain within 6 months).
Knowledge, Skills and Abilities
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.
Knowledge of the financial planning industry and the business of personal financial planning.
Knowledge of investment industry and the business of Broker/Dealers and Registered Representatives.
Knowledge of the Registered Investment Advisor business and associated Investment Advisor Representatives.
Knowledge of the life insurance industry and the business of a general insurance agency and insurance agents.
Able to use analytical skills and judgment to solve problems with limited information.
Must be skilled at conflict resolution.
Must 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.
Statement of Responsibility:
The
Director, Financial Planning
is part of the senior leadership of the Financial Planning Department and shares responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise.
In addition, each Director has an assigned area of responsibility within the department's operational structure which is defined in this Statement of Responsibility.
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.
Core responsibilities of this role include:
Lead the design, development and implementation of a Financial Planning Engagement Process for a HNW
Client Service Model:
Collaborate with stakeholders to design and launch an integrated HNW service offering.
Identify the relevant planning topics for target market and build a scalable engagement process to deliver it.
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.
Represent Financial Planning / Advanced Planning for the field and enterprise:
Stay current on industry research and trends relevant to this client segment.
Serve as the SME for complex financial planning concepts and strategies.
Advocate for the technology capabilities needed to identify, track and effectively service this client segment.
Advocate for and support the creation of educational and topical content for Advisors to effectively serve this client segment.
Lead Advanced Planning Consultants (APC)
Team:
Enhance the team's capability to serve as a subject matter expert on the financial planning process, plan development and case design, and on planning considerations for clients nearing or in retirement.
Expand the team's current focus on tax efficiency in retirement income planning to a more comprehensive approach which provides an accurate analysis of client's current financial situation, an assessment of risks and opportunities, and strategic options to enhance client outcomes.
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Required Skills
Required Experience
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