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MyComputerCareer
Indianapolis, IN, United States
Similar job titles: Assistant Financial Aid Director, Financial Aid Administrator, and Financial Aid Manager Salary range: 54-65K/yr This position is remote Schedule is subject to change: Monday & Wednesday: 8:30am -5:30pm Est Tuesday & Thursday: 10:30am -7:30pm Est Friday: 10am - 7pm Est We are eligible to hire in the following states: AL, AR
Job Source: MyComputerCareerAllegion
Carmel
**Creating Peace of Mind by Pioneering Safety and Security** _At Allegion, we help keep the people you know and love safe and secure where they live, work and visit. With more than 30 brands, 12,000+ employees globally and products sold in 130 countries, we specialize in security around the doorway and beyond. Additionally, in 2024 we were awarded
Job Source: AllegionAllegion Canada Inc.
Carmel, IN, United States
Director, Financial Planning & Analysis and Functional Support page is loaded Director, Financial Planning & Analysis and Functional Support Apply locations Carmel, IN time type Full time posted on Posted 2 Days Ago job requisition id JR29091 Creating Peace of Mind by Pioneering Safety and Security At Allegi
Job Source: Allegion Canada Inc.Allegion
Carmel, IN, United States
Allegion Director, Financial Planning & Analysis and Functional Support Carmel , Indiana Apply Now Creating Peace of Mind by Pioneering Safety and Security At Allegion, we help keep the people you know and love safe and secure where they live, work and visit. With more than 30 brands, 12,000+ employees globally and products sold in 1
Job Source: AllegionSalesforce
Indianapolis, IN, United States
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About Salesforce We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across
Job Source: SalesforceSitusAMC
Indianapolis
SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique ex
Job Source: SitusAMC100-SFDC Inc.
Indianapolis, IN, United States
Salesforce.com Inc's Candidate Privacy Notice contains more details about the handling and use of the personal data of job applicants. For more information about our website privacy practices, please see our Privacy Statement. Financial Planning & Analysis Senior Analyst page is loaded Financial Planning & Analysis Senior Analyst Apply
Job Source: 100-SFDC Inc.CES (P) Ltd
Brownsburg
Position : Fulltime (Hybrid)3 Days office and 2 days Remote Job Title : Senior Financial ManagerClient Location : Brownsburg, IN Description The Senior Manager, Financial Planning and Analysis (FP&A) is responsible for leading the development of financial strategies, providing insightful financia...
Job Source: CES (P) LtdIndianapolis, IN, United States
As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensive financial plans, performing financial modeling and reviewing estate plans for our clients. You may be asked to attend and present in client meetings. The firm’s goal is to build a sophisticated financial planning division to support our advisory team in delivering intelligent financial planning solutions and a best-in-class service offering to our clients.
Responsibilities
Coach, manage, and lead the Financial Planning team on a day-to-day basis to ensure quality of work and consistency.
Serve as an internal resource to the firm's Financial Planners and Advisors.
Work collaboratively with the advisory team on ensuring we are offering our clients a holistic wealth management experience.
Design and monitor financial planning progress for the firm's client base.
Build a process for continuous improvement and learning for the advisory team.
Oversee training and career-path development and performance criteria within the Financial Planning department.
Oversee technology tools, development, and implementation to drive better client engagement, service excellence, impact, value, and efficiency within the department.
Work with the Operations team to develop and integrate workflows within the department to achieve greater efficiency and quality of care for clients as well as integration across the organization.
Work with the Investment team to ensure the planning materials, forecasts, and reporting align with capital market assumptions.
Oversee the firm’s relationships with outside professional advisors, external resource providers, partners & vendors that support the Financial Planning department.
Ensure Salesforce (CRM) is optimized to support the advisory team’s work and that the Planners and Advisors are trained and utilizing the CRM to manage workflow, client service, business development and task management.
Design and update financial plans using eMoney financial planning software.
Develop retirement projections, income tax projections and estimates, and estate plans with subsequent recommendations.
Participate and present as a subject matter expert in client meetings.
Special projects as needed to enhance financial planning delivery and consistency.
Qualifications
5+ years of financial planning experience, preferably working with HNW and UHNW clients.
Prior Management experience is desirable.
Bachelor’s degree, ideally in business, accounting, finance, mathematics and/or economics.
Certified Financial Planner certification required; CPA and/or JD desirable.
A passion for financial planning.
Proven technical, analytical, and problem-solving skills.
Highly proactive; must have strong work ethic.
Extreme attention to detail.
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Director of Financial Planning jobs in Indianapolis, IN, United States
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