Director, Financial Planning

At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.

We believe in a Modern Flexible Workplace and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners caregivers and individuals with disabilities to thrive at our company. We invite you to consider what a Modern Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.The Director of Financial Planning works closely with FNBOs ultra-high net worth clients and the supporting client team. The Director develops and presents comprehensive financial plans provides recommendations to improve the clients overall financial well-being and delivers a superior planning experience. A Financial Planner will exhibit the ability to maintain the highest level of confidentiality and perform complex and detail-oriented work.

About This Role:

• Attend and lead customer meetings around financial planning process and goal selection. Be able to help customers identify needs and objectives. Meetings include: Introduction Goal Settings Data Gathering Plan Delivery Updates etc.
• Gather and interpret all sources of a clients income expense investment insurance tax and estate planning documents. This requires a solid understanding of complex planning topics including but not limited to executive compensation plans buy/sell transactions charitable giving a working understanding of tax filings for individuals and entities as well as various trust documents.
• Work with a paraplanner to accurately input all information into financial planning software (eMoney) and confirm the accuracy and integrity of the data reflected in the plans projections. This requires a strong understanding of cash flow tax and estate planning strategies.
• Develop recommendations for the client that improve their overall financial well-being. This requires a thorough understanding of how all the components of their plan work together.
• Present and clearly articulate solutions to customers and internal partners around applicable strategies.
• Maintain and prepare customer files. Compose appropriate customer communications. Review task assignments for each customer and work directly with applicable team members to ensure all follow-up and action items as a result of customer meetings are documented in Salesforce and completed within the specified time frame. Escalate potential customer issues to appropriate team members. Prioritize work and handle multiple tasks.
• Deliver exceptional customer experience and demonstrate expertise as a Financial Planner. Accuracy of data input and case analysis. Prepare customer meetings in advance including review of all reports. Proactively identify opportunities and reach out to internal partners.

The Ideal Candidate for This Role:

• Bachelors degree in Business Administration or related field. .
• Certified Financial Planner (CFP) designation or planned path to achieve CFP designation
• 5 years of experience in financial planning
• Experienced user of eMoney financial planning software
• Experience with servicing high net worth individuals and institutions.
• Working knowledge of all standard concepts and procedures with area of expertise.
• Excellent orientation to detail and strong analytical skills. Able to review documents or information with accuracy for errors or omissions.
• Ability to deliver clear articulate and concise messages both verbally and orally.
• Ability to create written documentation in various formats and styles to meet the needs of the audience. Demonstrated proficiency in writing and able to develop presentation documents or standard reports that are clear and understood.
• Ability to identify problems research underlying contributing factors and evaluate appropriate solutions.
• Ability to identify areas where efficiency and process improvement are needed.
• Ability to work independently with guidance only in the most complex financial plans as well as collaboratively and cohesively within a team environment.
• Ability to listen attentively to customers needs to best deliver a comprehensive solution for the customer.
• Understands and contributes to intended customer experience of helpful easy and personal.

#IND123

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $105443.00-$179253.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience education and/or skill level.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance we offer benefits to match your needs:

• Medical Dental Vision Insurance

• 401k With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: additional information regarding compensation and benefits e-mail FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.

Job number: R-

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.