What are the responsibilities and job description for the Fiduciary Services Manager position at Planning Alternatives?
Job Summary:
We are seeking an experienced Senior Financial Planning Leader to join our team at Planning Alternatives. As a key member of our leadership team, you will be responsible for leading the development and implementation of our firm's financial planning strategy, working closely with our wealth advisors and other stakeholders to deliver exceptional results for our clients.
Key Responsibilities:
- Develop and implement comprehensive financial planning strategies for clients, aligning with their unique goals and objectives.
- Lead and mentor a team of financial planning professionals, providing guidance and coaching to ensure excellent service delivery.
- Collaborate with cross-functional teams to integrate operational initiatives and drive business growth.
Required Skills and Qualifications:
- Proven track record of success in a senior leadership role within the financial services industry, with a focus on fiduciary services and wealth management.
- Strong understanding of financial planning principles, investment principles, and regulatory requirements.
- Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients and stakeholders.
