Director of Wealth Planning
Location: Omaha Nebraska
Description: RemX Financial Staffing is hiring Director of Wealth Planning right now, this career will be placed in Nebraska. For complete informations about this career opportunity kindly read the description below. Our experienced, dedicated wealth management team is responsible for over $2 billion in assets under advisement for select families, business owners, professional athletes and institutions. We offer our clients Portfolio Management, Wealth Planning, Risk Management, Estate Planning and Tax Planning.
We are looking for a motivated, professional, and energetic individual with experience in a wide variety of wealth planning functions.
Director of Wealth Planning
Manage the day-to-day operation of the planning department including oversight responsibility fo! r :
Retirement Planning
Tax Planning
Risk Manageme! nt (Insurance) Planning
Estate Planning
The Planning team consists of non-licensed, non-practicing attorneys, planning professionals, CPA's and insurance experts.
Combine technical expertise with management skill as a hands-on technical supervisor.
Prepare and present customer wealth plan solutions to high net worth individuals.
Demonstrate and sell wealth plan solutions to existing and potential investment clients and prospects.
Capitalize on referral opportunities
Recommend planning solutions which are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
Balance department growth, referral activities, customer follow up, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan
Planning and managing resources (time, people, budget) to run a productive department
Seek the expertise of team members, where appropr! iate, to identify planning strategies for a client
Establish and maintain relationship with the management team and inform management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies
Complete mandated training, assessments, performance goals and continuing education requirements
Complete semi-annual performance reviews of team members.
Complete the requirements and become a Certified Financial Planner (CFP) professional.
Market the department's services internally and externally.
Qualifications:
. 6+ years of holistic wealth planning experience
. Strong technical skills in all aspects of wealth planning
. Supervisory experience
. Experience with financial planning software (eMoney, Naviplan or similar)
. Excellent communicator and team player
. Superior client service skills
Responsibilities:
. Manage the operation of the wealth pl! anning department
. Build and maintain client relationships
. C! lose new planning opportunities
. Grow of the wealth planning department
. Provide excellent customer service
. Guide and develop team member expertise
. Support Wealth Advisors in growing their business
- .
If you were eligible to this career, please email us your resume, with salary requirements and a resume to RemX Financial Staffing.
If you interested on this career just click on the Apply button, you will be redirected to the official website
This career starts available on: Wed, 12 Feb 2014 11:24:54 GMT