First Financial Group Hiring for Director of Financial Planning & Investment (FINRA Registered) Job at McLean, VA Full Time

COMPANY OVERVIEW:

MassMutual is a global financial services organization whose companies offer a broad portfolio of products including insurance, employee benefits, retirement plans, estate planning, tax, asset management, securities, and advisory services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients.

First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with 10+ branch locations spanning across 7 states. Founded in 1977, First Financial Group is known for its excellent reputation and has established a record of providing innovative solutions for its clients through a wide array of insurance, advisory and investment services.

DESCRIPTION:

First Financial Group is searching for a Director of Financial Planning & Investment to join our office in McLean, Virginia. The Director of Financial Planning & Investment role will involve working as part of an experienced team of Financial Advisors providing investment management and client support with financial planning, wealth management and investment advisory services. Specific areas of focus for the Director of Financial Planning & Investment will include synchronizing all aspects of the fee-based financial planning process, managing investment research and oversight, cultivating a relationship with clients, coordinating review meetings and being a great collaborator within one of largest teams.

Responsibilities:

• Coordinate with Financial Advisors to develop, service, and deliver financial planning to clients.
• Manage all aspects of the financial planning process, including data input, analysis, developing recommendations and strategies, account aggregation, plan delivery and monitoring.
• Identify opportunities for additional business and referrals from existing clients
• Coordinate client service paperwork for new and existing clients with our New Business department.
• Monitor investment portfolios and coordinate with the investment team to determine appropriate changes or modifications.
• Meet with investment wholesalers to determine appropriate wealth management opportunities.
• Organize strategic planning opportunities such as tax-loss harvesting or market volatility conversations.
• Follow segmented client service model to service all clients (i.e., schedule regular check-in calls, coordinate review meetings, etc.).
• Coordinate center of influence marketing programs to CPAs, attorneys, etc.
• Deliver concierge services to clients, including coordinating cards, gifts, and random acts of kindness.
• Manage miscellaneous operational activities as assigned.

Experience:

• 5+ years of investment and client support experience in the financial services, financial planning, or wealth management industry is required (i.e., Paraplanner, Client Associate, Wealth Associate, Associate Planner, Associate Advisor, or other related capacity).
• Management level experience in financial services is preferred.
• B.A. or B.S. degree preferred; Financial Planning, Finance, Accounting, Economics, or a Business-related field is a bonus.
• State Life & Health Licenses, Series 7, 63 and 65 (or 66) is required.
• Ideal candidates will be enrolled or have completed a financial planning educational program leading to certification (CFP designation is preferred).
• Knowledge of financial planning software/CRMs is a plus (i.e., eMoney Advisor, MoneyGuidePro, RightCapital, etc.).
• Proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook, etc.).
• Extreme attention to detail, excellent organizational and time management skills.
• Excellent attitude and an extraordinary client service orientation.
• Ability to juggle multiple tasks, manage stress, and operate on tight deadlines.
• Proven record of working independently while also serving as part of a team.

COMPENSATION:

• Base Salary (commensurate with experience starting at $65,000 per year), matched 401(k), health benefits, flexible vacation, and holiday policy along with a great overall working environment.
• Hours are flexible and occasional remote work is optional.

For immediate consideration, please submit your resume in MSWord or PDF format.

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• investment and client support in the financial services: 5 years (Required)

Work Location: One location