Position Overview:
The
Director of Financial Planning
is a pivotal role at
Larson Financial Group , responsible for enhancing our client offerings by integrating sophisticated financial planning services and alternative investment strategies for high-net-worth investors. The role demands a proactive, knowledgeable individual who can liaise effectively between clients, advisors, vendors, and the firm's leadership to deliver exceptional service and innovative financial solutions.
Primary Responsibilities:
·
Strategic Development of Financial Planning Services:Develop and implement a comprehensive financial planning service model tailored for high-net-worth clients that can be implemented, at scale, across our advisory groups.Through partnership with our alternative investment arm, Larson Capital Management, integrate alternative investment strategies into the financial planning process, ensuring a holistic approach to wealth management.·
Advisor Training and Support:Conduct regular training sessions for advisors on the latest financial planning techniques, incorporate the newest tools and alternative investment opportunities.Provide ongoing support to advisors, enhancing their ability to deliver bespoke financial planning services to clients.Operate as the Subject Matter Expert in the strategies and tools of financial planning.·
Client Engagement and Relationship Management:Assist financial advisors in preparing and presenting financial plans for clients that have $5M Investible Net Worth.Engage with high-net-worth clients to understand their financial aspirations and tailor financial planning strategies accordingly. Ensure that our suite of services is designed to support the growing base of high-net-worth clients.Foster strong, trust-based relationships with clients, ensuring their financial objectives are met and exceeded.·
Platform Monitoring and Reporting:Regularly review and analyze the effectiveness of financial planning services and tools, making data-driven decisions to continually refine and improve our offerings.Ensure transparent and consistent communication of financial planning strategies and outcomes to stakeholders.Success KPIs/Metrics:3 months : Formalizing The Larson Way for Financial Planning. Completion and approval of a comprehensive financial planning service model, including alternative investment integration into investment allocation models.6 months : Preaching and Teaching The Larson Way. 90% of advisors/planners trained in new financial planning techniques and alternative investment strategies.12 months : Provide support to 25% of $5M Investible Net Worth investors through the Schwab Advisor Network
Skills and Experience:5 years' experience in the Financial Planning fieldCFP a plusFour-year degree or equivalent work experienceAbility to maintain confidentiality of informationProficiency with Microsoft Office SuiteExperience with SalesforceProficient data entry skillsFlexible schedule for meetings and client eventsAbility to prioritize deliverables, track deliverable progress, and follow up on outstanding matters is requiredAbility to manage time in an efficient, self-directed manner is requiredAbility to be proactive and professionally assertive is requiredStrong interpersonal EQ and teamwork skills including demonstrating positiveness in conduct, verbal, and written
interactions is requiredAbility to adhere to rules and regulations as stated and required by Advisors and FINRA is requiredLarson Financial Group offers a generous employee benefits & perks package:Annual Profit-Sharing Bonus Program up to 30% of annual salary401(k) Employer Match up to 4%Medical Insurance (HDHP HSA 5000 plan is 100% ER paid – more plans available at shared cost)Dental InsuranceVision InsuranceER PD Long-Term Disability InsuranceER PD Life & AD&D InsuranceER PD EAPVoluntary Life availableSupplemental plans availablePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, Activities
Compensation details:
90000-112500 Yearly Salary
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