What are the responsibilities and job description for the Fiduciary Services Director position at Planning Alternatives?
About the Role
">The Managing Partner will oversee all aspects of the firm, focusing on maintaining current business, supporting the development and success of our wealth advisors, driving business development initiatives, and integrating operational initiatives.
Key Qualifications
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- Proven track record of success in a leadership role within the financial services industry, with a focus on fiduciary services and wealth management. ">
- Strong understanding of investment principles, financial markets, and regulatory requirements. ">
- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients and team members. ">
- Strategic thinker with the ability to develop and execute business plans that drive growth and profitability. ">
- Demonstrated leadership capabilities, with experience managing and developing high-performing teams. ">
- Results-oriented mindset, with a commitment to delivering superior service and achieving measurable outcomes. ">
About Planning Alternatives
">We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our offices are located in Birmingham MI, Naples FL, and Jackson Hole WY, with plans to open additional offices in key demographic locations.
