Job details

Director of Financial Planning

About UsAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.As a Director of Financial Planning, you will work with the advisory team to support and achieve the goals of our clients. You will work with advisors to create customized and comprehensive financial plans, conduct client-specific research, and create and review spreadsheets – all to ensure the financial planner becomes a trusted advisor for our clients.Duties and Responsibilities• Development of customized and comprehensive personal and business financial plans.• Collect data for financial planning via client questionnaire, clarify and verify client answers to questions and enter data into financial planning system.• Utilize financial planning software to generate financial plans and review with the advisor.• Generate specific action plans for clients relative to the specific recommendations made in their financial plan.• Create, review, and enter data into spreadsheets to analyze specific financial planning and/or business planning issues.• Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.• Work with the marketing department to review and edit written and other material made available to the public.• Conduct research as required• Perform other duties as assigned and required.Qualifications• CFP Designation required- CPA/PFS can be used in lieu of• Knowledge of financial planning software such as: eMoney or Money Guide Pro• 5-7 years' experience in financial services or related field (client facing experience a plus)• Undergraduate degree required; preferably in business related major• Strong interest in financial planning and wealth management issues• Good interpersonal skills with the ability to work well with others• Ability to work independently• Strong attention to detail and accuracy• Ability to organize and present data• Strong computer skills, especially in Excel and/or programming skills a plus.Department SalesRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .EEOAA PolicyE-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

What You Should Know About Director of Financial Planning, HUB International

HUB International is seeking a dynamic Director of Financial Planning to join our friendly team in Austin, TX. This role is perfect for someone who thrives in a collaborative environment and wants to make a genuine impact on clients' financial futures. As the Director of Financial Planning, you’ll work closely with our advisory team to craft comprehensive, tailored financial plans for our clients. You'll leverage your strong analytical skills to collect and organize data, ensuring that every financial recommendation is spot on. You’ll become the go-to advisor who supports clients every step of the way. With your expertise in financial planning software like eMoney or Money Guide Pro, you’ll create detailed action plans that align with our clients’ unique goals. You'll also collaborate with the marketing department to refine public-facing materials, promoting the services that make HUB International stand out. If you’re a detail-oriented individual with a CFP designation and at least 5-7 years of relevant experience, we want to hear from you! Join us in empowering our clients and enhancing your career in a vibrant and supportive workplace where your contributions will be valued.

Frequently Asked Questions (FAQs) for Director of Financial Planning Role at HUB International

What are the main responsibilities of a Director of Financial Planning at HUB International?

As a Director of Financial Planning at HUB International, your primary responsibilities include developing customized financial plans, collaborating with advisors to ensure client satisfaction, conducting specific financial research, and utilizing financial planning software to generate actionable plans. You'll also be responsible for assessing existing software tools to maximize client engagement and working with the marketing team to refine public materials.