Director financial planning Jobs in St Louis, MO

Last updated: 1 day ago

Promoted

Team Lead, Centralized Financial Planning

Larson Financial Group, LLCSt. Louis, MO, United States

Full-time

Team Lead for Centralized Financial Planning.This role is pivotal in ensuring data from.PowerPoint presentations for clients and advisors. The ideal candidate is detail-oriented, proficient in finan...Show moreLast updated: 3 days ago

Financial Planning & Analysis Manager

MiTekChester, MO, USA

Full-time

MiTek is a platform innovator and enabler that exists to transform the building industry with better building solutions.In 1955, MiTek transformed residential construction with the invention of the...Show moreLast updated: 30+ days ago

Manager - Financial Planning & Analysis

SSM HealthSaint Louis, Missouri, US

Full-time

It's more than a career, it's a calling.Manages planning and administration of budgeting operations.Job Responsibilities and Requirements : . Manages daily budget and planning activities.Provides supp...Show moreLast updated: 30+ days ago

Online Adjunct Instructor - Personal Financial Planning

Columbia CollegeOnline, MO

Remote

Online Adjunct Instructor - Personal Financial Planning.Online Adjunct Instructor - Personal Financial Planning.Pay range may vary based on geographic location, in addition to how pay is calculated...Show moreLast updated: 30+ days ago

Financial Planning Analyst

Genworth FinancialMissouri

$145,500.00 yearly

Remote

Full-time

At Genworth, we empower families to navigate the aging journey with confidence.We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet fam...Show moreLast updated: 30+ days ago

Promoted

Team Lead, Centralized Financial Planning

Larson Financial GroupMadison, IL, United States

Full-time

Director, Strategic Planning

Nestlé Purina Pet CareSt. Louis, MO

$174,000.00–$190,000.00 yearly

We’re a leader in the pet care industry, which means we’re not only ahead in volume, profit and market share, but our associates dare to Stand Taller. We innovate new products, impart new agilities ...Show moreLast updated: 30+ days ago

Director, Account Management - Financial Services

EpamSt. Louis, MO, USA

You are strategic, resilient, engaging with people, and a natural self-starter.You have a passion for solving complex problems. Years of expertise in a combination of information technology, retail ...Show moreLast updated: 30+ days ago

Financial Planning Specialist

StifelSaint Louis, Missouri, United States

Full-time

The Financial Planning Specialist works with Financial Advisors to gather all applicable data, prepare, and explain financial plans for clients and prospects. This position may conduct a pre-review ...Show moreLast updated: 30+ days ago

Financial Planning & Analysis Lead

HumanaRemote, Missouri

Remote

Full-time

Humana”) offers competitive benefits that support whole-person well-being.Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while...Show moreLast updated: 30+ days ago

Director, Organizational Planning & Analysis

Anheuser-BuschSt. Louis, Missouri

$125,000.00–$149,150.00 yearly

Full-time

And more than ever, it’s our future.A future where we’re always looking forward.Always serving up new ways to meet life’s moments. A future where we keep dreaming bigger.We look for people with pass...Show moreLast updated: 5 days ago

Director-Regional Planning / Design / Construction (Exempt)

MercySaint Louis, Missouri, United States

We’re a Little Different Our mission is clear.We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts ...Show moreLast updated: 30+ days ago

Sr. Director, Back Office Workforce Planning

The Cigna GroupSt. Louis, MO

Full-time

The Senior Director, Back Office Workforce Planning will have accountability for the strategic leadership and implementation of Cigna’s Back Office Workforce planning capabilities.The leader will u...Show moreLast updated: 30+ days ago

Promoted

DIRECTOR OF FINANCIAL PLANNING & ANALYSIS

BunzlMO, United States

Full-time

SVP of Finance and other members of the Bunzl North America (BNA) and Bunzl plc teams to analyze financial information, interpret financial results, and forecast future performance based on trends,...Show moreLast updated: 1 day ago

Promoted

Planning Associate

Safety NationalSt. Louis, MO, United States

$60,000.00–$75,500.00 yearly

Stop searching and start growing.At Safety National, we're committed to building a meaningful career where your ideas thrive, your efforts are recognized, and your growth is our priority.Become par...Show moreLast updated: 22 days ago

Financial Planning analyst

Indotronix International CorporationMissouri

$60.00–$65.00 hourly

Remote

Financial Planning analyst Remote, Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, K...Show moreLast updated: 30+ days ago

Promoted

Planning and Execution Director

ClaycoSt Louis, MO, United States

Full-time

Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely delivers clients across North America the highest quality so...Show moreLast updated: 20 days ago

Financial Planning Consultant- St. Louis, MO

Raymond JamesSaint Louis, MO

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients reg...Show moreLast updated: 30+ days ago

Team Lead, Centralized Financial Planning

Larson Financial Group, LLCSt. Louis, MO, United States

3 days ago

Job type

Full-time

Job description

The Team Lead for Centralized Financial Planning will be the driving force behind transforming complex financial planning data into actionable, client-friendly strategies. This role is pivotal in ensuring data from Money Guide Pro is effectively utilized and translated into visually engaging and easy-to-understand PowerPoint presentations for clients and advisors. The ideal candidate is detail-oriented, proficient in financial planning tools, and has exceptional communication and presentation skills.

Primary Responsibilities

Financial Planning Data Analysis and Strategy Development

Extract and analyze client-specific data from Money Guide Pro to identify key financial insights and opportunities.
Develop customized financial strategies based on the data, tailored to meet individual client goals and needs.

Presentation Creation and Delivery

Build visually appealing, easy-to-follow PowerPoint presentations that clearly outline financial strategies for clients and advisors.

Ensure presentations simplify complex financial concepts and include actionable recommendations.

Maintain a consistent presentation format that aligns with the company's brand standards.

Advisor Support and Collaboration

Collaborate closely with advisors to understand client objectives and align financial strategies accordingly.

Provide advisors with the tools, insights, and confidence to deliver compelling presentations to clients.

Serve as the go-to resource for enhancing the client-advisor interaction through well-structured materials.

Continuous Process Improvement

Review and refine presentation templates and workflows to improve efficiency and quality over time.

Monitor feedback from advisors and clients to enhance the usability and effectiveness of materials.

Stay updated on Money Guide Pro and PowerPoint best practices to bring innovation to the role.

Success KPIs / Metrics

3 Months :

Establish and standardize the PowerPoint presentation format for client meetings.

Successfully create and deliver 10+ financial planning presentations using Money Guide Pro data.

6 Months :

Receive positive feedback from 90% of advisors on the usability and effectiveness of presentations.

Train at least 50% of advisors on using the new presentation materials effectively during client meetings.

12 Months :

Fully implement a streamlined process for data extraction, strategy development, and presentation creation.

Support 25% of high-net-worth clients ($5M+ investable net worth) with comprehensive financial planning presentations.

Skills and Experience

5+ years of experience in financial planning or related roles.

Strong proficiency in Money Guide Pro and PowerPoint.

Excellent analytical skills to translate complex financial data into actionable strategies.

Exceptional presentation and communication skills, with an eye for design and simplicity.

Ability to collaborate effectively with advisors and tailor strategies to individual client needs.

Proactive, detail-oriented, and capable of managing multiple projects simultaneously.

Familiarity with financial planning tools and industry best practices.

CFP or FPQP certification preferred but not required.

Employee Benefits & Perks

Profit Sharing Bonus Program

401(k) Employer Match (up to 4%)

100% Employer-Paid Medical Insurance (HDHP HSA Plans)

Dental and Vision Insurance

Employer-Paid Long-Term Disability, Life, and AD&D Insurance

Voluntary Life and Supplemental Insurance Plans

Paid Time Off (112 hours after 90 days)

12 Paid Holidays

Ongoing Training & Education Opportunities

Company Events, Awards, and Activities

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