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Director of Financial Planning

Employer
Fort Pitt Capital Group
Location
Pittsburgh, Pennsylvania
Salary
Competitive salary
Closing date
Oct 21, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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  • Enhance the quality and consistency of planning advice and deliverables provided to clients
  • Collaborate with advisors and take the lead presenting financial plans in client meetings
  • Establish focus within the Financial Planning department by aligning the departmental goals with the strategic direction of the firm
  • Lead and coordinate the Financial Planning department to deliver quality financial plans
  • Ensure the Financial Planning department is identifying risk management and insurance planning opportunities for clients
  • Take the lead on creating plans for more complex cases; create and complete plans as needed to provide departmental coverage
  • Act as the subject matter expert on financial planning within Fort Pitt
  • Manage, develop, and mentor the team of Paraplanners
  • Interact proactively and collaboratively with the leadership team
  • Create, track, and monitor Key Performance Indicators (KPIs) for the Financial Planning department
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