Director of Planning

Director of Financial Planning

The Director of Financial Planning is responsible for developing personalized financial plans that help clients achieve long-term financial security. This role works closely with clients and advisors to provide strategies related to investments, retirement, insurance, tax, and estate planning while delivering a high level of client service.

Benefits:
Retirement Plan
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Responsibilities

• Create customized financial plans using financial planning software

• Gather client financial information and communicate planning recommendations

• Partner with advisors to identify opportunities to improve client strategies

• Maintain compliant client records, notes, and documentation

• Stay current on industry regulations, products, and planning strategies

• Participate in ongoing professional development and training

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred

• 5+ years of financial planning or wealth management experience

• Active Series 7 and Series 63 licenses required

• Minnesota Life & Health Insurance License preferred

• CFP®, ChFC®, RICP®, or similar designation preferred

• Strong communication, analytical, and relationship-building skills