Centura Wealth Advisory · 1 day ago

Director of Financial Planning

United States

Full-time

Remote

Director/Executive

10+ years exp

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Responsibilities

Lead the planning team, advisor teams, and clients through our Liberated Wealth® process to serve client needs and solutions, creating superior strategies and tactics that drive better client outcomes.

Ability to attract and retain talent as well as provide thought leadership on financial planning (press, conferences, seminars, etc.)

Ability to scale the department by designing and implementing process, treating the Financial Department as a business.

Manage and direct the firm’s financial planning experience (and process) to deliver superior plans to clients and prospects. Superior plans are measured by tax savings, wealth enhancement and risk management.

Leverage technology tools such as Hidden Levers, Tiger Tables, Planner CS, Microsoft Excel, and Right Capital to model plans.

Effectively evaluate client situations, analyze their needs, and develop a strategy to produce superior results

Manage client planning projects and deliverables in Salesforce, updating campaigns from start to end and communicating the status with the team and clients.

Leverage insurance and estate planning expertise to focus on estate planning strategies and plan designs with insurance.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningTax PlanningEstate PlanningWealth Transfer StrategiesFinancial Analysis & ModelingSalesforceMicrosoft ExcelRight CapitalOrionHidden LeversCustodial PlatformsCFP CertificationLeadership Experience

Required

Undergraduate Degree

Certified Financial Planning 'CFP' designation or equivalent

10+ Years of financial planning experience (Income Tax, Retirement & Estate Planning) ideally working with High Net-Worth and Ultra High-Net-Worth clients

5+ Years leading a department and achieving measurable results in terms of growth, efficiency, etc.

Proficient with Microsoft Office (Outlook, Word, Excel (Advanced), PowerPoint, Visio, etc.)

Proficient with Right Capital

Proficient with Salesforce