Director of Financial Planning

Description

Position Overview:

The Director of Financial Planning is a pivotal role at Larson Financial Group, responsible for enhancing our client offerings by integrating sophisticated financial planning services and alternative investment strategies for high-net-worth investors. The role demands a proactive, knowledgeable individual who can liaise effectively between clients, advisors, vendors, and the firm's leadership to deliver exceptional service and innovative financial solutions.

Primary Responsibilities:

· Strategic Development of Financial Planning Services:

• Develop and implement a comprehensive financial planning service model tailored for high-net-worth clients that can be implemented, at scale, across our advisory groups.
• Through partnership with our alternative investment arm, Larson Capital Management, integrate alternative investment strategies into the financial planning process, ensuring a holistic approach to wealth management.

· Advisor Training and Support:

• Conduct regular training sessions for advisors on the latest financial planning techniques, incorporate the newest tools and alternative investment opportunities.
• Provide ongoing support to advisors, enhancing their ability to deliver bespoke financial planning services to clients.
• Operate as the Subject Matter Expert in the strategies and tools of financial planning.

· Client Engagement and Relationship Management:

• Assist financial advisors in preparing and presenting financial plans for clients that have +$5M Investible Net Worth.
• Engage with high-net-worth clients to understand their financial aspirations and tailor financial planning strategies accordingly. Ensure that our suite of services is designed to support the growing base of high-net-worth clients.
• Foster strong, trust-based relationships with clients, ensuring their financial objectives are met and exceeded.

· Platform Monitoring and Reporting:

• Regularly review and analyze the effectiveness of financial planning services and tools, making data-driven decisions to continually refine and improve our offerings.
• Ensure transparent and consistent communication of financial planning strategies and outcomes to stakeholders.

 Success KPIs/Metrics:

• 3 months: Formalizing “The Larson Way” for Financial Planning. Completion and approval of a comprehensive financial planning service model, including alternative investment integration into investment allocation models.
• 6 months: Preaching and Teaching “The Larson Way.” 90% of advisors/planners trained in new financial planning techniques and alternative investment strategies.
• 12 months: Provide support to 25% of +$5M Investible Net Worth investors through the Schwab Advisor Network

Requirements

Skills and Experience:

• 5+ years’ experience in the Financial Planning field
• CFP a plus
• Four-year degree or equivalent work experience
• Ability to maintain confidentiality of information
• Proficiency with Microsoft Office Suite
• Experience with Salesforce
• Proficient data entry skills
• Flexible schedule for meetings and client events
• Ability to prioritize deliverables, track deliverable progress, and follow up on outstanding matters is required
• Ability to manage time in an efficient, self-directed manner is required
• Ability to be proactive and professionally assertive is required
• Strong interpersonal EQ and teamwork skills including demonstrating positiveness in conduct, verbal, and written      interactions is required
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required

Larson Financial Group offers a generous employee benefits & perks package:

• Annual Profit-Sharing Bonus Program up to 30% of annual salary
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA 5000 plan is 100% ER paid – more plans available at shared cost)
• Dental Insurance
• Vision Insurance
• ER PD Long-Term Disability Insurance
• ER PD Life & AD&D Insurance
• ER PD EAP
• Voluntary Life available
• Supplemental plans available
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities