What are the responsibilities and job description for the Remote Financial Planning Manager | WFH position at Get It - Professional Services?
Job Overview
Join our esteemed organization as a Financial Planning Manager, where your expertise will play a pivotal role in crafting tailored wealth management strategies for a diverse clientele. This remote position invites you to engage with clients from the comfort of your home while being part of a collaborative team dedicated to achieving financial success.
Key Responsibilities
This position provides significant opportunities for professional development, including the chance to lead training sessions on complex financial issues and to actively contribute to the growth of the wealth management team.
Company Culture And Values
Join a diverse and inclusive workplace that embraces individual differences while fostering collaboration and shared success. Our commitment to integrity and community service drives everything we do.
Compensation And Benefits
Join our esteemed organization as a Financial Planning Manager, where your expertise will play a pivotal role in crafting tailored wealth management strategies for a diverse clientele. This remote position invites you to engage with clients from the comfort of your home while being part of a collaborative team dedicated to achieving financial success.
Key Responsibilities
- Act as the principal authority in financial planning, offering advanced estate and personal finance support to the team.
- Collaborate with financial consultants to conduct in-depth client interviews, gaining insights into their financial situation and aspirations.
- Formulate and present comprehensive financial strategies to clients, ensuring alignment with their goals.
- Engage with both prospective and existing clients interested in fee-based financial services.
- Maintain ongoing communication with advisors to adapt and refine client plans in response to evolving needs or market changes.
- Oversee and validate financial plans developed by the wealth management team, providing insightful recommendations.
- Facilitate knowledge sharing within the team on complex financial subjects through educational training sessions.
- Participate in committee discussions, contributing your expertise in fiduciary responsibilities and estate planning.
- Develop and deliver informative educational presentations for clients and team members, simplifying intricate financial topics.
- Demonstrated exceptional communication and presentation capabilities, with a knack for making complex information accessible.
- Proven ability to collaborate effectively within a team environment.
- A Bachelor’s degree is mandatory.
- At least 10 years of relevant industry experience is essential.
- Certified Financial Planner (CFP) designation is required.
- Certified Trust and Fiduciary Advisor (CTFA) certification is also essential or the ability to obtain it within one year of employment.
- A commitment to our core values and a dedication to enhancing community well-being.
This position provides significant opportunities for professional development, including the chance to lead training sessions on complex financial issues and to actively contribute to the growth of the wealth management team.
Company Culture And Values
Join a diverse and inclusive workplace that embraces individual differences while fostering collaboration and shared success. Our commitment to integrity and community service drives everything we do.
Compensation And Benefits
- Competitive starting salary of \(137,500, with a pay range between \)108,684 and $153,457.
- Enjoy a hybrid work model with up to 40% remote flexibility.
- Be part of a supportive team culture focused on making a genuine impact in clients’ financial lives.
Salary : $108,684 - $137,500
