Director, Financial Planning

Role Overview

The Financial Planner works closely with FNBO’s ultra-high net worth clients and the supporting client team. Develops and presents comprehensive financial plans, provides recommendations to improve the client’s overall financial well-being, and delivers a superior planning experience.

What You Will Do

Attend and lead customer meetings around financial planning process and goal selection. Gather and interpret all sources of a client’s income, expense, investment, insurance, tax and estate planning documents. Work to accurately input all information into financial planning software (eMoney) and confirm the accuracy and integrity of the data reflected in the plan’s projections.

Why It Might Be a Fit

The ideal candidate will have a Bachelor’s degree in Business Administration or related field, Certified Financial Planner (‘CFP’) designation, or planned path to achieve CFP designation, 5+ years of experience in financial planning, and experienced user of eMoney financial planning software.

Requirements

• Bachelor’s degree in Business Administration or related field
• Certified Financial Planner (‘CFP’) designation, or planned path to achieve CFP designation
• 5+ years of experience in financial planning
• Experienced user of eMoney financial planning software
• Experience with servicing high net worth individuals and institutions
• Working knowledge of all standard concepts and procedures with area of expertise
• Excellent orientation to detail and strong analytical skills
• Ability to deliver clear, articulate and concise messages, both verbally and orally
• Ability to create written documentation in various formats and styles to meet the needs of the audience
• Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions
• Ability to identify areas where efficiency and process improvement are needed
• Ability to work independently with guidance only in the most complex financial plans as well as collaboratively and cohesively within a team environment
• Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer
• Understands and contributes to intended customer experience of helpful, easy and personal

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Tagged as: Financial Modeling