Kforce Director of Distribution & Financial Planning in New York, New York

Kforce's client, a leading broker-dealer and investment bank, is seeking a Director who is responsible for championing and expanding the knowledge, proficiency and integration of the firm's financial planning capabilities within the business practices of its Financial Advisors. This position is located in New York, New York (NY).Key Roles and Responsibilities:

  • Train Financial Advisors (FAs) on the firm's diverse suite of planning capabilities

  • Educate FAs on best practices with respect to integrating these capabilities into their business practices

  • Engage with FAs to develop business opportunities with new and existing clients via the financial planning process

  • Support FAs in marketing and distribution of financial planning services to affluent prospects using established procedures, methods, and practices. Build strong, trustworthy, value driven relationships with clients, FAs, and senior professionals at the Firm in the interest of promoting financial planning engagements

Manage day to day workflow of the Financial Planning team, including:

  • Participate and oversee the creation and presentation of financial plans for affluent clients and develop actionable planning recommendations

  • Coordinate projects with FAs and their clients alongside their attorneys, money managers, brokers, bankers, CPAs, insurance companies, and other external experts

  • Bachelor's degree and Certified Financial Planner (CFP) minimum tenure of 7-10 years

  • 10-15 years' experience in financial services including, but not limited to, financial planning, goal based investing, private banking, affluent/HNW solutions and retirement strategies

  • Series 7, 63 and 65/66 licenses required

  • 40%-60% domestic travel required

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:Years