Our client is a full-service financial advisory practice in Westborough that serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.
They have an immediate opening for a key role on their team that will lead the preparation of comprehensive financial plans and presentation materials for their clients.
Director of Planning Job Duties: • Work jointly with lead advisors and specialists on designated client relationships. • Oversee and prepare client analysis net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses and tax planning. • Use our firms' proprietary planning process to create analyses and recommendations for advisors to present to clients • Maintain client confidence and trust through zero defect work and professional communications • Manage planning team to ensure client presentations are prepared, reviewed, and finalized before meetings • Drive research and make recommendations for complex planning cases and unique scenarios • Mentor and develop planning associates. • Actively participate and contribute to Planning Team projects for efficiency, productivity, advice and client experience.
Qualifications:
Required • Life, Accident & Health Insurance licenses • Series 7 & 63 • Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services • Bachelor's Degree in business, finance and/or related industry experience
Preferred • Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive financial plans aligned with client goals • Counsel representatives on a variety of proactive approaches, investments and solutions • Strong analytical, problem solving, and written and verbal communication skills • Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment • 2-3 years financial planning experience • Committed to professional development (e.g. CFP®, CPWA®, RICP®) • Strong communication and interpersonal skills. • Ability to work and thrive in a collaborative professional team environment. • Familiarity with Microsoft applications and data entry and information retrieval software
The Director of Planning role will be a great fit for someone who: • Is exacting and expects/ strives for perfection • Seeks a role requiring ownership and a high degree of responsibility • Enjoys a fast-paced role with many moving pieces to keep track of and manage • Is a self-starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished • Wants to be part of a driven team and fast-paced, high-performance environment • Desires a role with the ability to develop strong expertise, serve clients and provide best-in-class support within a high-performance team • Has a positive, upbeat, and can-do attitude