Director of Financial Planning: Scale Process & Team

Talentwealth; Myrtle Beach (SC); Remote; USD 140.000 - 190.000; Vollzeit

Benefits dieser Stelle

401(k) and cash balance retirement

Health insurance

Paid time off

Continuing education

Zusammenfassung

Talentwealth in Myrtle Beach, SC or 100% remote is seeking a Director of Financial Planning to build, implement, and lead a standardized planning process across an expanding advisory team. You will manage up to 60 affluent client households and develop the infrastructure, processes and advisor training necessary to support growth.

The ideal CFP® should have 7+ years of client-facing planning experience, proven ability to scale a planning function, and deep retirement income and tax planning

Qualifikationen

• 7+ years of client-facing financial planning experience
• Proven experience developing financial planning processes or leading a planning team
• Strong technical expertise in retirement income and tax planning (Roth, RMDs, IRMAA, Social Security)
• Experience advising high-net-worth clients
• Series 65 or ability to obtain before starting
• Advanced leadership, organizational, and communication skills

Aufgaben

• Build and implement a firm-wide financial planning process with consistent standards
• Develop onboarding and training to prepare new advisors to work independently
• Establish quality-control standards and review plans for consistency and accuracy
• Mentor, coach, and eventually lead a growing team of financial advisors
• Lead advisor for up to 60 client households, focusing on pre-retirees and retirees
• Provide comprehensive retirement income, tax, estate, investment, and Social Security planning
• Partner with leadership on capacity planning, recruiting, and long-term team development

Kenntnisse

Leadership

Mentoring

Communication

Training & onboarding

Ausbildung

CFP certification

Series 65

Tools

eMoney

RightCapital

MoneyGuide

Jobbeschreibung

Talentwealth in Myrtle Beach, SC or 100% remote is seeking a Director of Financial Planning to build, implement, and lead a standardized planning process across an expanding advisory team. You will manage up to 60 affluent client households and develop the infrastructure, processes and advisor training necessary to support growth.

The ideal CFP® should have 7+ years of client-facing planning experience, proven ability to scale a planning function, and deep retirement income and tax planning