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As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive financial plans, performing financial modeling and reviewing estate plans for our clients. You may be asked to attend and present in client meetings. The firm’s goal is to build a sophisticated financial planning division to support our advisory team in delivering intelligent financial planning solutions and a best-in-class service offering to our clients.
Responsibilities
Qualifications
Full Time
$173k-219k (estimate)
04/24/2024
05/11/2024
The following is the career advancement route for Director of Financial Planning positions, which can be used as a reference in future career path planning. As a Director of Financial Planning, it can be promoted into senior positions as a Top Financial Analysis Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Director of Financial Planning. You can explore the career advancement for a Director of Financial Planning below and select your interested title to get hiring information.