Associate Planning Director – Financial Planning Engagement Desk

Role Overview

• Primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation/delivery for target client segment
• Partner with FPDs to support planning mandate in assigned region
• Collaborate with key stakeholders to enhance visibility and establish pipeline of commercial opportunities
• Maintain connectivity with respective market and regional sales/leadership teams
• Execute coordinated tactical outreach to in-scope markets FAs

Requirements

• Series 7, 66 licenses required
• CFP Preferred
• Bachelor’s degree required
• 2+ years of financial services experience or related industry
• Exemplary in communication, presentation, time-management and organizational skills
• Detail oriented with an ability to handle multiple priorities
• Ability to work efficiently under pressure, with a focus on the client experience
• Proficient at listening to client needs and construction of tailored financial solutions

Benefits

• Comprehensive employee benefits and perks
• Opportunities to move about the business