Director, Financial Planning

FNBO

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

Posted 10/23/2026full-timeUnited StatesLead💰 $105,443 - $179,253 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning processes, including client needs assessment, data analysis, and solution presentation. Proficient in using eMoney financial planning software and maintaining compliance with relevant regulations.

Highest-signal resume keywords

Certified Financial Planner (CFP)Financial Planning ExperienceEMoney Financial Planning SoftwareAnalytical SkillsCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningData AnalysisDocument ReviewPresentation DevelopmentCompliance TrainingGoal SettingIncome and Expense AnalysisInvestment PlanningTax PlanningEstate Planning

Soft Skills

Attention to DetailClear CommunicationProblem SolvingTeam CollaborationCustomer Service Orientation

Tools & Technologies

SalesforceEMoney Financial Planning Software

Certifications & Qualifications

Certified Financial Planner (CFP)

Industry Keywords

Financial PlanningHigh Net Worth IndividualsBSA/AML ComplianceExecutive CompensationCharitable Giving

About the role

Key responsibilities & impact

Attend and lead customer meetings throughout the financial planning process, including introduction, goal setting, data gathering, plan delivery and updates
Help customers identify needs and objectives
Gather and interpret income, expense, investment, insurance, tax and estate planning documents
Analyze executive compensation plans, buy/sell transactions, charitable giving, tax filings and trust documents
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 follow-up actions with team members through Salesforce
Escalate customer issues, prioritize work and manage multiple tasks
Prepare customer meetings and review reports in advance
Identify opportunities and proactively contact internal partners
Participate in financial planning processes, team decisions, team meetings and divisional meetings
Build relationships with Financial Advisors and Financial Advisor Associates and serve 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 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, both verbally and orally
Ability to create written documentation in various formats and styles
Demonstrated proficiency in writing and developing presentations, documents or standard reports
Ability to identify problems, research contributing factors and evaluate solutions
Ability to identify areas needing efficiency and process improvement
Ability to work independently on complex financial plans and collaboratively within a team
Ability to listen attentively to customer needs
Unrestricted work authorization; must 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