Director Of Financial Planning

Overall Function

Luca Partners is seeking a full-time Director of Financial Planning to lead their planning department. Luca Partners provides personal Financial Planning and investment management to high-net-worth and emerging high-net-worth clients. The Director of Financial Planning concentrates in overall Financial Planning for our clients, including areas of tax and legal planning. This individual will lead our planning department in the areas of Financial plan analysis and in the development of planning strategies for clients. Specific responsibilities may include but are not limited to:

• Communicate with internal teams as needed to supply or obtain information
• Maintain high-level industry knowledge as it relates to personal and business overall Financial Planning
• Analyze and prepare information for meetings with clients and prospects, including annual reviews
• Oversee the Financial Planning workflow of the team
• Participate in meetings with clients as appropriate
• Prepare executive summaries of opportunities and insights for client meetings
  

Qualifications

• Experience in the financial services industry required; 10 years preferred
• CFP and/or CPA and/or JD required
• Experience providing tax and legal planning to clients preferred
• Excellent oral and written communication skills with ability to practice attentive and active listening and communicate in an open and direct manner
• Demonstrated organizational and time management skills with ability to multitask, set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to embrace change and work in a fast-paced environment
• Ability to work both independently and on a team
• Ability to maintain confidentiality
• Willingness to obtain additional financial services licenses as needed for role
  

Education

Bachelor’s degree required

CompetitiveBenefits

• Medical, dental, and vision insurance
• 401(k) plan with employer matching
• PTO
• Paid Holidays
• Paid parental leave
• Long-term disability