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Position Overview:
The Director of Financial Planning is a pivotal role at Larson Financial Group , responsible for enhancing our client offerings by integrating sophisticated financial planning services and alternative investment strategies for high-net-worth investors. The role demands a proactive, knowledgeable individual who can liaise effectively between clients, advisors, vendors, and the firm's leadership to deliver exceptional service and innovative financial solutions.
Primary Responsibilities:
· Strategic Development of Financial Planning Services:
· Advisor Training and Support:
· Client Engagement and Relationship Management:
· Platform Monitoring and Reporting:
Success KPIs/Metrics:
Skills and Experience:
Larson Financial Group offers a generous employee benefits & perks package:
Compensation details: 90000-112500 Yearly Salary
PI5102c01c9789-31181-34557089
Full Time
$156k-198k (estimate)
06/18/2024
07/04/2024
larsonfinancial.com
SAINT LOUIS, MO
100 - 200
2007
Private
DENISE RUEBSAM
$10M - $50M
Business Services
The following is the career advancement route for Director of Financial Planning positions, which can be used as a reference in future career path planning. As a Director of Financial Planning, it can be promoted into senior positions as a Top Financial Analysis Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Director of Financial Planning. You can explore the career advancement for a Director of Financial Planning below and select your interested title to get hiring information.