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Company Name : Northwestern Mutual
Location : Hawaii
Position : Director of Financial Planning
Job Description : Leong Financial is a dynamic financial planning firm in the heart of Honolulu, HI. Leong Financial is a rapidly growing firm that helps individuals, families and businesses achieve their highest level of success.Leong Financial is seeking a qualified individual for the position of Director of Financial Planning. Leong Financial is looking for a very smart, energetic, motivated, and hardworking person to join our team who has the ability to input information into our financial planning software to generate financial plans, handle daily operations, submitting and tracking insurance applications, emails, client support and learn the business quickly. No prior experience necessary in the financial services field, but it may help accelerate the learning curve. The ideal candidate will possess excellent & professional communication skills, be able to work as a part of a team as well as independently, have good work ethic, be self-driven, and willing to learn.Benefits for the Director of Financial Planning: Health Insurance Dental InsuranceVision Insurance offered401(k) matching & profit sharingGroup Life Insurance & Group Disability InsuranceBonus incentive based on individual/firm performancePaid time offTraining/coaching providedGrowth Potential: This position has huge growth potential for the right person. An ideal candidate will be competitive by nature, work well in a fast-paced environment, and have an optimal balance of assertiveness and a team-player attitude. Our company is growing and looking for “A” players who want to grow with us.Qualifications for the Director of Financial Planning: Bachelor’s degree (required)Proficiency in Microsoft Excel, Word, and PowerPointSeries 63 or 66 Certification (must obtain within the first six months of employment)Life and Health Insurance License (must obtain within the first month of employment)2 years or more in the financial services industryExcellent organizational management skillsEvidence of the ability to practice a high level of confidentialityResponsibilities for the Director of Financial Planning: Maintain electronic client filesBuild financial plans and recommendationsRun insurance/investment proposalsMonitor and service insurance/investment accounts.Act as liaison between the Insurance/Investment Onboarding Team and the clientsRegularly review case open inventory, calendar, and outstanding items with the teamRegular availability for general client servicing questions.Compose formal letters and emails to clients.Maintain outstanding personal relationships with clients, and coworkersCompensation: Salary plus bonus and profit sharing %.Job Types: Full-time, ContractPay: $50,000.00 – $100,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programFlexible scheduleHealth insuranceLife insurancePaid time offVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payEducation:Bachelor’s (Required)Experience:Financial Services: 2 years (Preferred)License/Certification:Life and Health Insurance License (Preferred)Series 63 Certification (Preferred)Series 66 Certification (Preferred)Series 7 Certification (Preferred)CFP (Preferred)Work Location: Multiple Locations
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