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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