Financial Planning Director
1 week ago
Job Summary:
We are seeking a seasoned Financial Planning Director to join our team at Arin Consultancy. This role will focus on leading the Wealth Management Track, driving performance and growth of invested funds.
Key Responsibilities:
- Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
- Develop financial plans and deliver presentations to clients as needed.
- Collaborate with team leaders to gather data.
- Maintain and update client data, and revise plans annually or as needed in response to significant changes.
- Ongoing client service including regular meetings and addressing inquiries.
About the Role:
This is a full-time position that comes with an estimated annual salary of $120,000-$150,000 based on experience.
Requirements:
To be successful in this role, you will need strong leadership and communication skills, along with excellent analytical and problem-solving abilities.
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