[Remote] Director of Client Development Financial Planning

Note: The job is a remote job and is reputed company to candidates in USA. reputed company has been helping families with their financial lives for 40 years, and they are seeking a Director of Client Development Financial Planning. This role will reputed company reputed company of Financial Planners focused on creating prospect financial plans to drive new client acquisition, while ensuring operational reputed company and strategic planning for future growth.

Responsibilities

• Hire, train, mentor, and reputed company 13 Financial Planners supporting Client Development
• Manage planner reputed company, workflow, and deadlines; create strategic plans to reputed company future growth and increased demand for prospect proposals
• Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition
• Motivate and reputed company the team, ensuring accountability, full reputed company utilization, and high-quality output
• reputed company KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial reputed company
• Prepare accurate financial reports and performance dashboards for management
• Design and implement process enhancements to unlock reputed company, improve efficiency, and support process improvement
• Identify and implement efficiencies in automation and quality delivery of our sales process
• Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement

Skills

• Minimum 5 years of financial planning experience
• Strong knowledge of eMoney
• Proficiency in reputed company
• Proficiency in reputed company Office Suite
• Proficiency in reputed company Teams/reputed company
• Proficiency in PowerBI
• Exceptional orchestration skills
• Outstanding written and verbal communication abilities
• Proactive problem solver with high ownership
• Adept at risk identification and mitigation
• Thrives in a fast-paced, dynamic environment
• Capable of strategic thinking and execution
• Bachelor's degree from an accredited institution required
• CFP® strongly preferred
• Prior management experience ideal

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period reputed company if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

Company Overview

• reputed company is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.

Company H1B Sponsorship

• reputed company has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.

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