Skip to main content

This job has expired

Director of Financial Planning

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

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
  • 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

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert