Director, Business Owner Services — Growth & Strategy

Connecticut Wealth Management, LLC; Farmington (CT); Hybride; USD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Firm-paid life, long-term & short-term disability

Five weeks paid vacation

401(k) plan with employer contributions

Robust wellness program & on-site gym

Résumé du poste

A registered investment advisory firm in Connecticut seeks a Director of Business Owner Services. The role involves leading business owner planning engagements, focusing on financial complexities, and collaborating with various professionals. Ideal candidates will have a CPA or relevant qualifications, with strong strategic planning and problem-solving abilities. The firm offers benefits including paid vacation, a 401(k) plan, and career development opportunities. Interested applicants should send their resume to the provided email.

Qualifications

• Experience in coaching and strategic planning.
• Proficient in reading and interpreting financial statements.
• Management or leadership experience.

Responsabilités

• Conduct qualifying calls to gather financial snapshots.
• Lead the development of personalized financial plans.
• Work closely with internal and external professionals.
• Oversee the collection and analysis of financial statements.
• Deliver an exceptional client experience based on feedback.

Connaissances

Entrepreneurial Mindset

Strategic Planning

Creative Problem Solver

Relationship Building

Emotionally Intelligent

Formation

CPA or other relevant qualifications

Description du poste

A registered investment advisory firm in Connecticut seeks a Director of Business Owner Services. The role involves leading business owner planning engagements, focusing on financial complexities, and collaborating with various professionals. Ideal candidates will have a CPA or relevant qualifications, with strong strategic planning and problem-solving abilities. The firm offers benefits including paid vacation, a 401(k) plan, and career development opportunities. Interested applicants should send their resume to the provided email.