What are the responsibilities and job description for the Remote Financial Planning Manager | WFH position at Get It - Real Estate?
Job Overview
We are seeking a talented and experienced Financial Planning Manager to join our dynamic team in a remote work environment. This key position will allow you to leverage your expertise in wealth management and financial planning to empower our clients to reach their financial aspirations.
Key Responsibilities
Join us to unlock your potential with numerous opportunities for professional development and advancement in the financial planning sector, allowing you to enhance your expertise and grow within our esteemed organization.
Company Culture And Values
We pride ourselves on fostering a collaborative and supportive work environment that values diversity and inclusivity. Our commitment to our core principles and community engagement drives our mission to help others succeed.
Compensation And Benefits
We are seeking a talented and experienced Financial Planning Manager to join our dynamic team in a remote work environment. This key position will allow you to leverage your expertise in wealth management and financial planning to empower our clients to reach their financial aspirations.
Key Responsibilities
- Serve as the primary expert in financial planning, evaluating clients’ financial positions and crafting personalized financial strategies that align with their objectives.
- Collaborate with team members and clients to present comprehensive financial plans, ensuring clarity and understanding of implementation strategies.
- Oversee and mentor financial consultants and wealth managers, providing insights and recommendations on plan accuracy and strategy.
- Contribute to essential committees, demonstrating in-depth knowledge of fiduciary duties and trust law, while ensuring compliance and best practices for our clients.
- Develop and facilitate engaging training sessions for team members and clients, breaking down complex financial concepts into digestible formats.
- Strong analytical abilities to assess and interpret clients’ financial situations.
- Proven track record in creating customized financial plans.
- Excellent communication and presentation skills, with the ability to convey complex information effectively.
- Solid understanding of fiduciary responsibilities, trust, and tax legislation.
- Experience in mentoring and training others in financial planning techniques.
- Bachelor's degree in Finance, Economics, or a relevant field.
- Minimum of 10 years of direct experience in financial planning or wealth management.
- Certified Financial Planner (CFP) certification is a must.
- Certified Trust and Fiduciary Advisor (CTFA) certification is required or must be obtained within the first year of employment.
Join us to unlock your potential with numerous opportunities for professional development and advancement in the financial planning sector, allowing you to enhance your expertise and grow within our esteemed organization.
Company Culture And Values
We pride ourselves on fostering a collaborative and supportive work environment that values diversity and inclusivity. Our commitment to our core principles and community engagement drives our mission to help others succeed.
Compensation And Benefits
- Competitive salary ranging from \(108,684 to \)153,457 annually.
- Hybrid work flexibility, enabling you to work remotely up to 40% of the time.
- Opportunity to significantly impact clients’ financial health.
- A nurturing and cooperative team atmosphere.
- Comprehensive opportunities for continued professional growth.
Salary : $108,684 - $153,457
