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Established Metrowest Registered Investment Advisory Firm seeking a Director of Financial Planning. This is a new position within the firm and offers the opportunity to make a significant impact.
Responsibilities
- Create and standardize our Financial Planning process and offering
- Chair the Financial Planning Committee
- Create and manage Financial Planning content on website and blog
- Build and present financial plans for existing and prospective clients of the Firm
- Train new employees on Financial Planning processes
- Present weekly on relevant topics to the Financial Planning and Investment Committees
- Stay abreast of industry and legislative changes and developments
- Involvement in certain COI relationships
Job Requirements
- Strong communication and presentation skills
- Ability to effectively run a meeting
- Strong team management skills
Education, Training & Experience
- Certified Financial Planner™ (required)
- Relevant, extensive industry Financial Planning experience (10+ years)
- Familiarity with Financial Planning software (MGP, Holistiplan, eMoney, etc.)
- Preference given to additional designations such as CPA, JD
Job Type: Full-time
Pay: $125,000.00 – $175,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Supplemental pay types:
- Bonus pay
Work Location: Hybrid remote in Westborough, MA 01581
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