Director of Financial Planning For Successful, Independent Wealth Management Firm On Site Concord, MA Twelve Points Wealth Management Enjoy Being a Big Fish in a Small Pond Are you a Wealth Management Financial Planner Leader or Senior Financial Planner who is tired of the workplace dynamics of a slower-moving, large "corporate type" wealth management firm? Are you seeking a firm where you can run with your ideas to enhance the financial planning program and process, and your thoughts are not only welcomed, but valued and embraced? Are you looking for a place where advancement is not restricted by rigid policies or politics? We May be the Place for You! We are not Your Average Private Wealth Management Firm We Do It All For more than a decade, our well-respected private wealth management firm has provided high-net worth individuals and business owners, financial planning and wealth management services of a wide range, such as investment reviews, tax and insurance planning, estate planning, trust management, family wealth management and more. We are growing our team such that we have an exciting opportunity for an ambitious talented individual looking to join our amazing team! We are not a grind-away-your-life company. We truly care about our employee's work life balance. Some of the Things We Care About… Kindness

• Trustworthiness
• Courtesy
• Loyalty In our relationships with clients, in our relationship with each other.

Workplace Culture Matters… We pride ourselves in promoting a workplace culture of humility, passion, and excellence. Our team is friendly, down to earth and we treat each other with warmth and authenticity. In this brand-new position , we are seeking our first Financial Planning Director, who will report directly to Dave Clayman, one of our Partners. Our new Financial Planning Director will have the incredible opportunity to: Being the first Director of Financial Planning will provide someone with the incredible opportunity to enhance the way financial planning actually happens, from the process to the systems, to the way the financial planning process is approached and carried out. Since this is the core of our business, the Director of Financial Planning will be able to make a significant impact on not only the firm's success, but our talented Financial Advisors' growth and development, and ultimately, our clients who rely upon us to provide quality financial planning. Our new Director of Financial Planning will: 1. Enhance the financial planning model we've built with systematized standards, workflows, and tools that let the model be delivered the same way, to the same standard, across the firm. 2. Provide leadership, direction, management, and quality control assessment to our client service advisors and other financial planners ensuring the team delivers consistently and to a high standard. 3. Ensure the financial planning process is effective and efficient with positive client outcomes and feedback. Engage the team in refining the process and systems. 4. Partner with advisors and internal teams to deliver insights, resources, and guidance that drive advisor growth and satisfaction. 5. Assist advisors in navigating business challenges, practice management decisions, and succession planning. 6. Provide strategic input and feedback to advisors, helping them refine financial planning models, client engagement strategies and operational processes 7. Work with advisors to develop business opportunities with clients and prospects around wealth planning content, solutions and services 8. Conduct analyses for all areas to include: cash flow, insurance, education funding, executive compensation and stock options, asset allocation, income tax planning, charitable planning, business succession, asset protection and estate and wealth transfer strategies. 9. Manage complex client relationships providing direct financial advisor services What We Are Looking For

• 7+ years of financial planning experience, in a wealth management environment
• CFP® designation, CPWA® desired
• Exceptional presentation skills, and strategic agility, balancing firm objectives with advisor needs.
• Experience with MoneyGuidePro, eMoney or similar planning tools
• Familiarity with Schwab and Fidelity also a plus.
• Highly organized, detail-oriented, and adept at critical problem-solving.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and a strong aptitude for learning new technologies.
• Commitment to integrity, excellence, and the highest standards of ethics Why Twelve Points?
• Privately held, highly successful, steadily growing, a place where the owners care about the people who work for the firm, long term team Generous base salary of $175K, plus bonus!
• Excellent Benefits
• Ample Professional Development and Advancement Opportunities
• Great Work-Life Balance
• We are not your average wealth management firm.

We are so much more. We would welcome your interest!

Check us out at:

www.twelvepoints.com If interested, please submit resume TODAY!

Pay:

$175,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Health savings account Life insurance Professional development assistance

Experience:

Financial Planning for a wealth management firm: 6 years (Required)

License/Certification:

CFP (Required)

Work Location:

In person