Wealth Management- Director, Financial Planning

One of the most successful and fastest growing RIAs in the Midwest is adding a Director to take ownership for all financial planning throughout the wealth management firm. Historically planning has been completed by the CEO, assisted by staff level professionals, with input from outside vendors & specialists. Based upon significant year-over-year growth, and the need for the CEO to spend more time with clients and strategic leadership, the decision has been made to hire a CFP with significant experience to lead financial planning.

• This is a very attractive opportunity to bring your expertise and vision to a dynamic growth firm who is passionate about providing clients with high-quality, and comprehensive financial plans that are instrumental in helping each client achieve their goals.
• You will be empowered to innovate, develop, and refine the systems, processes, technology, and methodology to ensure “we are delivering exceptional financial plans and solutions for our clients.”
• This is a hands on leadership position with the responsibility for hiring, developing, and leading a small team while rolling up your sleeves to deliver solutions.
• Work closely with the CEO, Chief Investment Officer, and Relationship Managers while understanding each customer, their objectives, then complete the analysis, draft, and participate in the presentation of the plans.

Enjoy a comprehensive compensation package with an excellent base salary, annual cash bonus, and excellent benefits.