Director of Financial Planning - Asset Management


: $87,220.00 - $178,020.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Kforce's client, a well-known broker/dealer with offices in Downtown Manhattan, New York (NY) is seeking a Director of Financial Planning.


? Train Financial Advisors (FAs) on the Firm's diverse suite of planning capabilities
? Educate FAs on best practices with respect to integrating these capabilities and the process of financial planning into their business practices
? Engage with FAs to develop business opportunities with new and existing clients via the financial planning process
? Develop and contribute to existing marketing and education pieces that are focused on both advisor and client education
? Serve as subject matter expert for FAs and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes
? Build strong, trustworthy, value driven relationships with FAs, branch managers, business partners and senior management at the firm in the interest of promoting financial planning


? CFP required
? Ideally 10+ years of experience in financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies
? Domestic travel 3-4 business days per month

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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