Director of Financial Planning

Director of Financial Planning: The responsibilities fall under three general categories: client on-boarding experience, financial planning, and product research as it relates to financial planning.

  • Client On-Boarding
    • Manage client expectations and experience during on-boarding process
  • Financial Planning
    • Data collection
    • Coordination with outside professionals
    • Development of observations and recommendations, alternate iterations, stress tests, and additional analyses
      • Retirement Analyses
      • Education Analyses
      • Insurance Analyses
      • Estate Planning Analyses
      • Business Succession Analyses
    • Plan Delivery and Implementation
      • Guide clients in understanding life planning through a complete understanding of financial options and strategies
    • Ongoing Business Succession and Estate Planning with MWA’s existing clients
      • Case design
      • Evaluation of alternative strategies
      • Implementation assistance
    • Investment Committee
      • Current market trends and analysis
      • Product changes
      • Evaluation of new strategies
  • Responsibilities fall under three general categories: client on-boarding experience, financial planning, and product research as it relates to financial planning.

    • Client On-Boarding
      • Manage client expectations and experience during on-boarding process
    • Financial Planning
      • Data collection
      • Coordination with outside professionals
      • Development of observations and recommendations, alternate iterations, stress tests, and additional analyses
        • Retirement Analyses
        • Education Analyses
        • Insurance Analyses
        • Estate Planning Analyses
        • Business Succession Analyses
      • Plan Delivery and Implementation
        • Guide clients in understanding life planning through a complete understanding of financial options and strategies
      • Ongoing Business Succession and Estate Planning with MWA’s existing clients
        • Case design
        • Evaluation of alternative strategies
        • Implementation assistance
      • Investment Committee
        • Current market trends and analysis
        • Product changes
        • Evaluation of new strategies
    • Professional education required (CFP, CIMA, or CFA)
    • Applicants must be local to Hunt Valley, Maryland. There are no remote worksites for our firm.
    • This position does not involve any selling or business development

    Registered associates of Maller Wealth Advisors are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies Maller Wealth Advisors is not affiliated with Lincoln Financial Advisors. CRN-2035906-022218