Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
We are helping our client in Westborough, hire a Planning Director. Their full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.
They have an immediate opening for a key role on their team that will lead the preparation of comprehensive financial plans and presentation materials for their clients.
Director of Planning Job Duties:
· Work jointly with lead advisors and specialists on designated client relationships.
· Oversee and prepare client analysis net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses and tax planning.
· Use our firms’ proprietary planning process to create analyses and recommendations for advisors to present to clients
· Maintain client confidence and trust through zero defect work and professional communications
· Manage planning team to ensure client presentations are prepared, reviewed, and finalized before meetings
· Drive research and make recommendations for complex planning cases and unique scenarios
· Mentor and develop planning associates.
· Actively participate and contribute to Planning Team projects for efficiency, productivity, advice and client experience.
Qualifications:
Required
· Life, Accident & Health Insurance licenses
· Series 7 & 63
· Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services
· Bachelor’s Degree in business, finance and/or related industry experience
Preferred
· Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive financial plans aligned with client goals
· Counsel representatives on a variety of proactive approaches, investments and solutions
· Strong analytical, problem solving, and written and verbal communication skills
· Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment
· 2-3 years financial planning experience
· Committed to professional development (e.g. CFP®, CPWA®, RICP®)
· Strong communication and interpersonal skills.
· Ability to work and thrive in a collaborative professional team environment.
· Familiarity with Microsoft applications and data entry and information retrieval software
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The Director of Planning role will be a great fit for someone who:
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.
Job Type: Full-time
Pay: $90,000.00 - $100,000.00 per year
Benefits:
Schedule:
Work setting:
Ability to Relocate:
Work Location: In person
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