Director of Financial Planning & Strategy

Garrison Financial Group; Littleton (CO); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services firm in Littleton is seeking a Director of Financial Planning. This role involves leading the financial planning process, ensuring clients receive thorough analysis and clear recommendations. The ideal candidate will have a strong background in holistic financial planning and at least five years of experience in complex planning. This position supports teamwork and emphasizes high-quality service. Full-time position with a mid-senior level of experience required.

Qualifications

• Minimum five years planning experience with demonstrated complexity.
• Familiarity with tax strategy, retirement income planning, and estate considerations.
• Comfortable with planning software and willing to learn new tools.

Responsibilities

• Oversee the full financial planning process from data gathering through plan presentation.
• Review plans for accuracy, completeness, and suitability.
• Train advisors and support staff on planning concepts and software.

Skills

Holistic planning

Client communication

Analytical skills

Team collaboration

Tools

eMoney

Job description

A financial services firm in Littleton is seeking a Director of Financial Planning. This role involves leading the financial planning process, ensuring clients receive thorough analysis and clear recommendations. The ideal candidate will have a strong background in holistic financial planning and at least five years of experience in complex planning. This position supports teamwork and emphasizes high-quality service. Full-time position with a mid-senior level of experience required.