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The successful candidate will be employed by Succession Wealth Planning in Lexington, KY. WestPoint Financial Group is assisting with the sourcing of this role.
Succession Wealth Planning has over 30 years of combined professional experience and a staff committed to the highest standard of client care. Due to the growth of their practice, they are adding a Director of Planning to support two very successful advisors with their most complex client investments and financial plans.
This position is Full-Time (40 hours/week with flexible hours) and is offered as a remote, in-office, or hybrid role.
Role Description:
Reviews portfolios and the overall financial picture of current and potential clients to identify where our team can add value and enable clients to achieve their goals. Conducts research and provides recommendations for public and private investments to be included in client portfolios. Provides ongoing asset allocation guidance regarding internal asset allocation models. Joins advisors in client meetings to provide insight on team recommendations, investment expertise, etc.
The ideal candidate will be accountable, analytical, detail-oriented, efficient, and professional. Must be able to work well in both a self-directed manner and collaborative team environment. The candidate must be able to deliver an exceptional client service experience.
Responsibilities:
Skills & Qualifications:
Benefits:
Website: www.successionwealthplanning.c...
Full Time
Investment Management
$175k-217k (estimate)
04/28/2024
06/26/2024
westpointfinancialgroup.com
DANVILLE, IN
200 - 500
1948
Private
STAN MCROBERTS
$10M - $50M
Investment Management
WPFG is a provider of investment advisory, financial planning and wealth management services for businesses and individuals.
The job skills required for Director of Planning include Insight, Planning, Presentation, Accounting, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Director of Planning. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Director of Planning. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Director of Planning positions, which can be used as a reference in future career path planning. As a Director of Planning, it can be promoted into senior positions as a Strategic Planning Director, Senior that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Director of Planning. You can explore the career advancement for a Director of Planning below and select your interested title to get hiring information.