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Head of Financial Planning

Company: SC&H Group
Location: Sparks
Posted on: February 19, 2021

Job Description:

Added - 12/29/20 Head of Financial Planning Financial Advisors Wealth Management Sparks ,-- Maryland ----- Permanent Related Financial Advisors Wealth Management Jobs Financial Planner Compliance Manager - SC&H Personal Financial Planning Tax Manager - Personal Financial Planning Experienced Tax Staff - Personal Financial Planning View all jobs in this category Due to significant growth over the past few years,--SC&H Financial Advisory--is seeking to add a seasoned professional with a financial planning background to oversee its Financial Planning Department. This is an excellent opportunity to lead and manage a talented group of Certified Financial Planners as the practice continues to grow. SC&H Financial provides strategic investment advisory services, retirement planning, family wealth planning, estate planning and tax planning while believing that the client's Financial Plan serves as the foundation for all financial related recommendations, most notably one's asset allocation. Duties and Responsibilities for the key position are as follows:

  • Primary responsibility is to lead SC&H's Financial Planning Department.
  • Secondary responsibility includes increasing the time with which the financial advisors spend with their clients day to day.
  • Oversees all aspects of financial planning process and delivery to clients through its team of financial advisors.
  • Responsible for building and monitoring client financial plans, monitoring investment allocations and performing ongoing due diligence for approved and potential investment securities.
  • Ensure financial advisors are able to communicate complex strategies and concepts to clients in easy to understand language.
  • Ensure SC&H Financial's investment and planning philosophy is consistent in all Plans, portfolios and communications. The qualified candidate will have the following:
    • Current CFP designation is required
    • Series 65 or 7/66 desired (would need to obtain series 65 within 3 months of hire)
    • 5-7 years experience in the financial planning or advisory industry
    • Exceptional communication and interpersonal skills
    • Strong time management and organizational skills
    • Exceptional leadership and team building skills Having achieved a world-class Net Promoter Score, we pride ourselves on providing a first-class experience to our clients and employees. We are searching for professionals who can help uphold these standards while helping lead the growth strategy of our SC&H Financial Advisory Practice. SC&H Group is a nationally recognized management consulting, audit, and tax firm serving clients from rapidly growing private sector businesses to Fortune 500 companies with global brands. With approximately 275 employees, we have offices in Maryland and Virginia, provide services nationwide. The firm's strategic practices provide the leading-edge thinking and advice that transform our clients' businesses and help them outpace the competition. We embrace the future and help clients prepare, innovate, and evolve their businesses in this complex and highly competitive world. SC&H is committed to being a leader through our techniques and tools and by recruiting/retaining the highest quality professionals. Our performance is evidenced by our industry awards and acknowledgements. We've been named Inc. Best Workplaces 2 consecutive years in a row, on Accounting Today's Top 100 Firms list, Inside Public Accounting's Top 100 Firms, Best of the Best Firms, and Fastest Growing Firms, and more. For nearly 30 years, SC&H Group has demonstrated its commitment to delivering powerful minds, passionate teams, and proven results on each and every engagement. Learn more at--www.schgroup.com . Take the first step in joining our firm by applying online at--www.scandh.com . We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact Mike Parise at mparise@schgroup.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Keywords: SC&H Group, Sparks , Head of Financial Planning, Accounting, Auditing , Sparks, Nevada

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