Job Description

Description —

The Director of FP holds a seat on our Leadership Team and oversees our client’s financial plans, generating plan recommendations, and forecasting new business opportunities from financial plans. This role is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, and monitor the financial plans for our clients. We are looking for someone that is highly organized, able to learn quickly and proficiently, communicates well, and can work both independently and on a team. This person will develop processes for the Financial Planning department and oversee our plan builders in the construction of all of our financial plans.

JOB DUTIES RESPONSIBILITIES

• Develop comprehensive financial plans in the areas of retirement planning, legacy planning, cash flow and debt management, investment strategies, tax planning, and estate and business planning.
• Create detailed action plans for clients to be able to follow to reach their financial goals.
• Participates in and conducts client meetings.
• Use eMoney financial planning software to enter client data, calculate solutions, and creatively explore options to implement comprehensive solutions under strict time constraints (Deliver anywhere between 5 to 7 comprehensive plans per week).
• Communicate with clients via email or phone call to obtain missing financial data or clarify the input given.
• Track the financial planning process from initial consult to delivery.
• Forecast future planning fees and the new business opportunities from upcoming plans
• Oversee, lead, and train other employees within the Financial Planning department
• Ability to manage a team of plan builders, multiple projects, and tasks simultaneously.

Knowledge, Skills, and Abilities:

• Bachelor’s degree or equivalent work experience required.
• Proficient in eMoney financial planning software  (Required)
• FINRA Series 7 & 66 Licensed, CA Insurance License (Preferred)
• Certified Financial Planner (CFP) designation (Required)
• 5+ years of experience in the Financial Services Industry
• Strong understanding of financial terms and concepts
• Familiar with web applications and working knowledge of MS Office suite.
• Highly organized, able to learn quickly, problem-solving skills, and proficient communicator.
• Able to work both independently and manage a team.
• Strong attention to detail, highly organized, ability to multi-task in a fast-paced environment with strong written and verbal communication
• Strong independent judgment and decision-making skills, confidently making recommendations based on our financial planning process.

About us —

We are a boutique Comprehensive Financial Planning Firm associated with MassMutual located in San Diego, CA. Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with exceptional service as we deliver Comprehensive Financial Plans and assist our clients with their financial goals. Guided by our Clients-First philosophy, we cater to those interested in guidance throughout all of life’s stages. Our clients can expect tailored advice and a structured Financial Planning process to help deliver comprehensive and coordinated financial solutions.

We offer —

We offer a base salary, bonus potential, matched 401(k), health benefits, vacation, and holiday paid time off, and a supportive work environment. This is your chance to play a key role in the continued success of our growing organization while exploring your career in the financial industry. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Hours are M-F, 8:00 – 5:00 pm but can accommodate an earlier or later start time.

This position’s salary is based on experience & and past leadership positions.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Job Tags

Similar Jobs