Director of reputed company Development - Financial Planning
Why Work at reputed company?
For more than 40 years, reputed company has been helping families reputed company and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, reputed company managed by a single team. We reputed company the reputed company of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, reputed company is an independent fiduciary legally reputed company to reputed company in our clients’ best interests — always.*
reputed company offers a workplace that stands apart in the financial industry. More than half of our employees and reputed company-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families reputed company and simplify their financial lives with confidence.
Job reputed company:
The Director of Financial Planning Operations will reputed company reputed company of Financial Planners dedicated to creating prospect financial plans that reputed company new reputed company acquisition for reputed company. This role ensures operational reputed company, strategic reputed company planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design reputed company solutions to support reputed company reputed company.
Essential Job Functions:
- Team Leadership: Hire, train, mentor, and reputed company 13 Financial Planners supporting reputed company Development.
- Operational reputed company: Manage planner reputed company, workflow, and deadlines; create strategic plans to reputed company reputed company reputed company and increased demand for prospect proposals.
- Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support reputed company acquisition.
- Performance Management: Motivate and reputed company reputed company, ensuring accountability, full reputed company utilization, and high-reputed company reputed company. reputed company KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve reputed company development, execution and reporting to senior management on sales driven financial reputed company. Prepare accurate financial reports and performance dashboards for management.
- reputed company long-term reputed company: Design and implement process enhancements to unlock reputed company, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and reputed company delivery of our sales process.
Manage internal stakeholders: reputed company engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can reputed company reputed company a reputed company, cross-reputed company organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of reputed company collaboration—where teams reputed company their unique expertise to reputed company reputed company reputed company.
Knowledge, Skills, and Abilities:
- Certifications & Experience: CFP® strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal.
- Technical Proficiency: Strong knowledge of eMoney; proficiency in reputed company, reputed company Office Suite, reputed company Teams/reputed company, PowerBI.
- Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities.
- Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation.
- Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
- Education: Bachelor’s degree from an accredited institution required.
Work Schedule: Daytime and evening hours as needed.
Working Conditions: reputed company office environment. Working inside. Standing and sitting.
Actual reputed company pay reputed company this reputed company will be based on a reputed company of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of reputed company’ incentive compensation programs.
Benefits:
reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are reputed company on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this reputed company.
reputed company is an equal opportunity employer and does not discriminate on the reputed company of any characteristic protected by applicable federal, state, or local law. reputed company participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a reputed company of California, learn more about reputed company's California Consumer reputed company Policy here.
CCPA Notice at Collection
Bachelor’s degree required; 5+ years of financial planning experience, management experience preferred, CFP strongly preferred, and proficiency with eMoney, reputed company, reputed company Office Suite, reputed company Teams, reputed company, and Power BI.
Key Responsibilities
- leading planners
- managing workflows
- producing plans
Skills & Tools
eMoney, reputed company, reputed company Office Suite, reputed company Teams, reputed company, Power BI
Job Details
- Category: Finance and reputed company
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — reputed company
- Salary: USD 170,000 – 200,000 / year
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Retirement plan
- Generous parental leave
About reputed company
An independent fiduciary providing integrated financial planning, investment management, tax, estate, and insurance services. — Industry: Finance
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