Director of Financial Planning
The Director of Financial Planning is responsible for developing personalized financial plans that help clients achieve long-term financial security. This role works closely with clients and advisors to provide strategies related to investments, retirement, insurance, tax, and estate planning while delivering a high level of client service.
Benefits:
- Retirement Plan
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Responsibilities
- Create customized financial plans using financial planning software
- Gather client financial information and communicate planning recommendations
- Partner with advisors to identify opportunities to improve client strategies
- Maintain compliant client records, notes, and documentation
- Stay current on industry regulations, products, and planning strategies
- Participate in ongoing professional development and training
Qualifications
- Bachelor’s degree in Finance, Business, or related field preferred
- 5+ years of financial planning or wealth management experience
- Active Series 7 and Series 63 licenses required
- Minnesota Life & Health Insurance License preferred
- CFP®, ChFC®, RICP®, or similar designation preferred
- Strong communication, analytical, and relationship-building skills