| Financial Advising Director Job Description |
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| The following is a full job description for Financial Advising Director. Here are the requirements and responsibilities for Financial Advising Director along with statistics. If after reading this page you determine that Financial Advising Director is not the position you are looking for, you may want to try one of these similar titles: Financial Reporting Director, Financial Systems Analyst II, Financial Systems Analyst IV, Financial Systems Analyst III, Academic Advising Director, Financial Analyst IV, Financial Analyst III, Financial Analyst II, Financial Systems Manager |
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| Requirements and Responsibilities For Financial Advising Director |
| Leads a wealth management financial advising practice that develops individualized wealth management financial plans and recommendations to help clients attain financial goals with investment solutions to minimize risk and grow wealth. Uses extensive knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Builds effective and well-informed advising teams with coaching and professional development. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to senior management. Manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. |
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| Also referred to as: Wealth Management Advising Director |
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| Similar Jobs: Financial Reporting Director, Financial Systems Analyst II, Financial Systems Analyst IV, Financial Systems Analyst III, Academic Advising Director, Financial Analyst IV, Financial Analyst III, Financial Analyst II, Financial Systems Manager |
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| Level of Education: Financial Advising Director Salaries with No Diploma, Financial Advising Director Salaries with a High School Diploma or Technical Certificate, Financial Advising Director Salaries with an Associate's Degree, Financial Advising Director Salaries with a Bachelor's Degree, Financial Advising Director Salaries with a Master's Degree or MBA, Financial Advising Director Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance | |
