Are you a visionary financial leader with a passion for helping clients achieve their financial goals? A major Financial Institution, based in the vibrant city of Columbus, OH, is seeking a dynamic Wealth Planning Director to lead their wealth management initiatives and provide strategic financial guidance to high-net-worth clients.
About the Institution:
Our client is a trusted name in the financial services industry, known for their commitment to excellence, integrity, and personalized client service. With a strong focus on wealth management and financial planning, they are dedicated to helping clients secure their financial future. As they continue to expand their services, they are looking for a seasoned professional to join their team and drive wealth planning strategies.
Responsibilities of Wealth Planning Director:
As the Wealth Planning Director, you will play a crucial role in:
- Strategic Financial Planning: Developing and implementing comprehensive wealth planning strategies tailored to the unique needs of high-net-worth clients.
- Client Relationship Management: Building and nurturing long-term relationships with clients, providing expert financial advice, and ensuring client satisfaction.
- Investment Oversight: Overseeing investment strategies and portfolio management to align with clients’ financial objectives and risk tolerance.
- Team Leadership: Leading and mentoring a team of financial advisors, fostering a culture of collaboration and continuous improvement.
- Regulatory Compliance: Ensuring all wealth planning activities adhere to regulatory requirements and industry best practices.
- Business Development: Identifying and pursuing new business opportunities to expand the institution’s wealth management services.
Qualifications:
To excel in the role of Wealth Planning Director, you should possess:
- Extensive Experience: Proven experience in wealth management or financial planning, with a focus on serving high-net-worth clients.
- Leadership Skills: Strong leadership and team management abilities, with a track record of leading successful financial planning teams.
- Client-Centric Approach: Exceptional communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Financial Expertise: Deep understanding of investment strategies, tax planning, estate planning, and risk management.
- Educational Background: A bachelor’s degree in Finance, Economics, or a related field is required; advanced certifications such as CFP or CFA are highly desirable.
How to Apply:
If you are a driven financial professional ready to lead and make a significant impact as the Wealth Planning Director, we encourage you to submit your resume and a compelling cover letter outlining your qualifications and vision for the role.
Ready to take the next step in your financial career? Get in touch with us, the leading Financial Services Recruiters, and explore more opportunities with our major financial institution clients. Apply today and be part of a team that’s shaping the future of wealth management.
