What are the responsibilities and job description for the Strategic Wealth Growth Director position at Planning Alternatives?
Company Overview:
At Planning Alternatives, we are dedicated to delivering exceptional financial planning and asset management services to our clients. Our mission is to empower individuals and families to achieve their long-term goals by providing personalized solutions tailored to their unique needs.
Position Overview:
The ideal candidate for this role will be a seasoned leader with a strong track record of driving business growth and development in the fiduciary services industry. As the Strategic Wealth Growth Director, you will be responsible for overseeing all aspects of our firm's operations, with a focus on maintaining current business, supporting the success of our wealth advisors, and driving business development initiatives to enhance growth.
Key Responsibilities:
- Develop and implement strategic plans to drive business growth and expansion within existing client relationships and target markets.
- Lead and mentor a team of wealth advisors to deliver exceptional service to clients while attracting and converting prospects into clients.
- Establish performance metrics and goals for the team, providing regular feedback and coaching to drive continuous improvement.
Required Skills and Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA designation preferred.
- 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.
Benefits:
- We offer a competitive compensation package, including base salary, performance-based bonuses, and equity opportunities.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for professional development and career advancement within a dynamic and growing organization.
