Director, Financial Planning

FNBO

. Attend and lead customer meetings throughout the financial planning process, including introductions, goal setting, data gathering, plan delivery, and updates .

Posted 10/30/2026full-timeUnited StatesLead💰 $107,552 - $182,838 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning processes, including client data analysis and the development of tailored financial solutions. Proficient in using eMoney financial planning software and maintaining compliance with relevant regulations.

Highest-signal resume keywords

Certified Financial Planner (CFP)EMoney Financial Planning SoftwareFinancial Planning ExperienceHigh Net Worth Client ServicingAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningData GatheringPlan DeliveryFinancial AnalysisDocument ReviewPresentation DevelopmentProcess ImprovementCompliance TrainingClient CommunicationTask Coordination

Soft Skills

Attention to DetailClear CommunicationProblem SolvingTeam CollaborationRelationship Building

Tools & Technologies

SalesforceEMoney Financial Planning Software

Certifications & Qualifications

Certified Financial Planner (CFP)

Industry Keywords

Financial PlanningBSA/AML ComplianceHigh Net Worth IndividualsInvestment PlanningEstate Planning

About the role

Key responsibilities & impact

Attend and lead customer meetings throughout the financial planning process, including introductions, goal setting, data gathering, plan delivery, and updates
Help customers identify needs and objectives
Gather and interpret client income, expense, investment, insurance, tax, estate planning, trust, and executive compensation information
Input client information into eMoney financial planning software and verify data accuracy and plan projections
Develop recommendations to improve clients’ overall financial well-being
Present and articulate financial planning solutions to customers and internal partners
Maintain customer files and compose customer communications
Review customer tasks and coordinate with team members to document and complete follow-up actions in Salesforce
Escalate potential customer issues and prioritize multiple tasks
Prepare customer meetings and review reports in advance
Identify opportunities and proactively reach out to internal partners
Participate in financial planning processes, team decisions, team meetings, and divisional meetings
Build relationships with Financial Advisors and Financial Advisor Associates as an internal resource
Identify ongoing training opportunities for Advisors
Comply with bank policies, laws, regulations, and the BSA/AML Program
Complete compliance training and follow internal procedures and controls
Report known compliance violations and suspicious customer or account activity
Maintain professional behavior, positive working relationships, and regular predictable attendance

Requirements

What you’ll need

Bachelor’s 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 within area of expertise
Excellent orientation to detail and strong analytical skills
Ability to review documents or information accurately for errors or omissions
Ability to deliver clear, articulate, and concise messages, verbally and in writing
Ability to create written documentation in various formats and styles
Demonstrated proficiency in writing and developing clear presentations, documents, or standard reports
Ability to identify problems, research contributing factors, and evaluate solutions
Ability to identify efficiency and process improvement opportunities
Ability to work independently on complex financial plans and collaboratively within a team
Ability to listen attentively to customer needs
Must possess unrestricted work authorization and not require future sponsorship

Benefits

Comp & perks

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
Work-life balance