Chief Financial Planning Officer

hace 4 semanas


Puerto Diablo Barrio, Puerto Rico Rockland Trust A tiempo completo
Job Title: Director of Financial Planning

At Rockland Trust, we are seeking a highly skilled and experienced Director of Financial Planning to lead our Investment Management Group's financial planning efforts. The successful candidate will be responsible for developing and implementing comprehensive financial plans for our clients, working closely with our Relationship Management team to ensure seamless execution.

Key Responsibilities:

  • Design and implement financial plans that meet the unique needs of our clients
  • Collaborate with the Relationship Management team to deliver exceptional client service
  • Develop and maintain relationships with key clients and stakeholders
  • Stay up-to-date with industry trends and best practices in financial planning
  • Lead training and development initiatives for our team members

Requirements:

  • 10+ years of experience in financial planning and wealth management
  • Strong knowledge of investments, estate planning, tax, and insurance
  • Ability to communicate complex financial concepts to clients and team members
  • Proven leadership and team management skills
  • Strong analytical and problem-solving skills

What We Offer:

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Recognition and rewards for outstanding performance

Rockland Trust is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment where everyone has the opportunity to succeed.


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