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Lee, Nolan & Koroghlian, LLC
Saddle Brook
Job Description Job Description The Financial Planning Director will work in a local office directly with Financial Advisors to provide holistic financial planning advice and analysis to the firm's clients. As the Financial Planning Director, you will leverage your industry experience and expertise to assist advisors and their clients in clarifyin
Job Source: Lee, Nolan & Koroghlian, LLCGreen Recruitment Company
, GA, United States
TGRC is looking for a Financial Planning and Analysis Director to join a leading Battery Storage IPP in the U.S. The Director, of FP&A, will report to the Company’s CFO and will lead, coordinate, and consolidate the Company’s budget, forecasting, re-forecasting, and reporting processes. The Financial Planning and Analysis Director should be passion
Job Source: Green Recruitment CompanyTemplafy
New York, NY, United States
This position is based in our NYC office. About us: Templafy is the next gen document generation platform that automates all document creation across organizations. Our platform eliminates manual document work allowing companies to drive governance, efficiency and ultimately business results. Templafy supports millions of users and enables over 80
Job Source: TemplafyAudemars Piguet
New York
Job Description Job Description Company Description The present and future of Audemars Piguet are built on the invaluable contributions of all our talents. Inspired by the wealth of our past, we are excited about the endless possibilities that our future holds. Together, we are resolutely forward-thinking and strive for excellence in all areas of
Job Source: Audemars PiguetOppenheimer & Co. Inc.
New York
Job Description Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and tra
Job Source: Oppenheimer & Co. Inc.The Miami Herald
South Orange, NJ, United States
Director of Budget and Financial Planning Seton Hall University South Orange, NJ Full-time Finance Director of Budget and Financial Planning Job No: 496313 Full Time/Part Time: Full-time Location: South Orange Categories: Administrator The Director for Budget & Financial Planning leads the Budget Office team responsible for the develo
Job Source: The Miami HeraldEAGLE PHARMACEUTICALS
Woodcliff Lake, NJ, United States
Director of Financial Planning and Analysis Company Background Eagle is a fully integrated pharmaceutical company with research and development, clinical, manufacturing and commercial expertise. Eagle is committed to developing innovative medicines that result in meaningful improvements in patients’ lives. Eagle’s commercialized products include
Job Source: EAGLE PHARMACEUTICALSHudson
East Rutherford, NJ, United States
Purpose: The purpose of the Director of Financial Planning & Analysis (FP&A) is to create and execute the strategic financial plan of the organization and provide critical business analysis on mergers and acquisitions. Essential Functions: Prepares the annual and long-range financial plans as well as forecasts for key stakeholders. Analyzes budg
Job Source: HudsonSaddle Brook, NJ, United States
The Financial Planning Director will work in a local office directly with Financial Advisors to provide holistic financial planning advice and analysis to the firm's clients. As the Financial Planning Director, you will leverage your industry experience and expertise to assist advisors and their clients in clarifying their long-term objectives and taking the steps necessary to reach their goals.
The ideal candidate:
Must have a deep knowledge of quality of advice standards and the ability to review and/or create plans. Will Leverage internal and external resources, and partner with Regional Directors, Internals, and the Case Consulting Unit. Have the ability to identify where a planner is at in their growth and knowledge; and create awareness of available advisor training modules and content, and train advisors. Know how to influence and lead various types of advisors, as well as provide ongoing coaching. Understand appropriate fee structure. Know how to identify opportunities and renewal opportunities. Analyze firm activity to help drive results. Drive financial planning activity to increase planning clients, fees, engagement, and implementation rates while consistency maintaining quality of advice standards. Competently analyze financial planning cases and product opportunities. Grow the number of planners in firm (through conversion, recruiting or partnering) – horizontal and vertical growth and execute a successful training plan for advisors using internal home office resources. Maintain open office hours each week.
Skills:
Excellent communication skills, ability to prioritize, time management, case management, and understanding product utilization.
Qualifications:
5+ years of financial planning & analysis experience
Series 7, 65 or 66, Life, Accident & Health Insurance License
Advanced Professional Designation preferred.
Bachelor’s Degree or equivalent
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Financial Planning Director jobs in Saddle Brook, NJ, United States
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