What are the responsibilities and job description for the Director of Financial Planning position at Northwestern Mutual?
Director of Financial Planning
Overall Function
Luca Partners is seeking a full-time Director of Financial Planning to lead their planning department and consult with high net worth and ultra high net worth clients on their estate strategies. Luca Partners provides personal financial planning and investment management to high-net-worth and emerging high-net-worth clients. The Director of Financial Planning concentrates in overall financial planning for our clients, including areas of tax and legal planning. This individual will lead our planning department in the areas of financial plan analysis and in the development of planning strategies for clients. Specific responsibilities may include but are not limited to:
- Lead and manage the overall financial planning workflow of the department
- Analyze and prepare information for meetings with clients and prospects, including annual reviews
- Active collaboration with private wealth advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, and tax mitigation strategies.
- Participate in meetings with clients as appropriate
- Prepare executive summaries of opportunities and insights for client meetings
Qualifications
- Experience in the financial services industry required; 10 years preferred
- CFP and/or CPA and/or JD preferred
- Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
- Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
- Excellent oral and written communication skills with ability to practice attentive and active listening and communicate in an open and direct manner
- Demonstrated organizational and time management skills with ability to multitask, set priorities and meet deadlines
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to embrace change and work in a fast-paced environment
- Ability to work both independently and on a team
- Experience leading and developing team members
- Willingness to obtain additional financial services licenses as needed for role
Education
Bachelor’s degree required, and a JD from an accredited program preferred.
Competitive Benefits
- Medical, dental, and vision insurance
- 401(k) plan with employer matching
- PTO
- Paid Holidays
- Paid maternity and paternity leave
- Long-term disability
Location
- Option to work out of our Raleigh, NC or Durham, NC offices
