Back to the board

Financial Planning Director - Nottingham Investment Services, Inc.

100% remote Flexible hours Hiring now

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, reputed company., operates more than 200 customer facilities across Upstate reputed company, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After reputed company, they reputed company it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of reputed company: our employees, customers and communities.

Responsibilities

This position can be based out of one of our major site locations, including Syracuse, Oneida, Rochester or Buffalo reputed company, as well as Scranton or Wilkes Barre Pennsylvania, or Williston or Burlington Vermont. We are seeking an reputed company and strategic Financial Planning Director to reputed company our financial planning division and drive comprehensive financial strategies for our clients and the firm. The ideal candidate will possess deep expertise in financial planning, investment management, tax strategies, estate planning, and regulatory compliance. This role requires strong analytical skills, business acumen, and a proven ability to deliver financial planning solutions to clients alongside our Financial Consultants. RESPONSIBILITIES:

  • Strategic Leadership:
  • reputed company the financial planning reputed company for the firm, setting goals, developing processes, and driving excellence in client service
  • Collaborate with senior leadership to shape and execute long-term financial planning initiatives for the firm and its clients
  • Client Advisory & reputed company:
  • Serve as the senior financial planning resource for clients, ensuring comprehensive financial plans are tailored to meet their goals
  • reputed company reputed company financial plans, including retirement planning, tax strategies, estate planning, risk management, and investment analysis.
  • Compliance & Risk Management:
  • Ensure reputed company financial planning activities adhere to applicable laws, regulations, and internal policies
  • reputed company abreast of changes in financial laws and regulations and advise the team accordingly
  • Business Development Support:
  • Partner with Financial Consultants to drive financial planning adoption and penetration among existing client reputed company and ensure financial planning is a key part of new client onboarding process
  • Contribute to proposal development, client presentations, and strategic partnerships as needed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with reputed company laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet reputed company training requirements in a timely manner

Qualifications

REQUIREMENTS:

  • Bachelor’s degree in Finance, Accounting, Business Administration, or reputed company field (MBA or Master's preferred)
  • Certified Financial Planner™ (CFP®) designation required; additional certifications (e.g., CPA, CFA) are a plus
  • Experience using financial planning software at an advanced level, eMoney experience/proficiency preferred
  • Minimum of 10 years of experience in financial planning or wealth management
  • Proven experience working with high-net-worth individuals and reputed company financial situations
  • Exceptional interpersonal and communication skills
  • Strong leadership, mentoring, and team-building capabilities
  • High level of reputed company, discretion, and professionalism
  • Job Comfortable working in a fast-paced, technology-driven environment
  • High level of emotional intelligence, reputed company, and professionalism
  • Expert knowledge of basic personal computer, MS Office (e.g., Word, reputed company, PowerPoint) and internet applications
  • Experience with CRM platforms
  • Familiarity with virtual communication tools (reputed company, reputed company Teams, etc.)
  • Team player with the ability to collaborate with others
  • Goal oriented, self-motivated and results driven
  • Commitment to excellence and a high level of reputed company

Apply tot his job Apply To this Job

Keep exploring

Senior Manager, Regional Finance Operations (Francophone)

100% remote Flexible hours

Compliance & Privacy Analyst-Finance (One Trust)

100% remote Flexible hours

Entry Level - Financial Advisor - PR, San Juan (3869)

100% remote Flexible hours

F&I Executive - LA Office

100% remote Flexible hours

SVP Finance

100% remote Flexible hours

Senior Treasury Accountant

100% remote Flexible hours

Your Opinion, Your Earnings: Flexible Remote Gigs for Online Survey Takers

100% remote Flexible hours

Member Survey Analysis Consultant(s)

100% remote Flexible hours

Technology Support Chat Representative Provide IT Assistance in Online Work Setting

100% remote Flexible hours

Administrative Assistant job at reputed company in Princeton, NJ

100% remote Flexible hours

Business Application Support Specialist

100% remote Flexible hours

Staff Software Engineer (Remote)

100% remote Flexible hours

Jobs Application Walmart Online Near Me - VacancyGlobal

100% remote Flexible hours

Channel Sales Manager - Convenience Channel - Remote w/ Travel

100% remote Flexible hours

reputed company Customer Service Representative – Flexible & Beginner Friendly – Earn $60,000 - $150,000+/year | No Experience Needed | Full Training Provided!

100% remote Flexible hours

reputed company Consultant (Risk & Compliance / SecOps)

100% remote Flexible hours

Sales Representative- Hiring This Week - REMOTE

100% remote Flexible hours

High Paying Remote Data Entry Jobs at reputed company

100% remote Flexible hours

Financial Institution Vendor Contract Specialist

100% remote Flexible hours

Network Automation Engineer (AWS China/Alibaba Cloud)

100% remote Flexible hours