Director of Financial Planning

at Lincoln Financial Group in Springfield, Illinois, United States

Job Description

Alternate Locations: Work from Home; Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Clearwater, FL (Florida); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); El Paso, TX (Texas); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Glendale, CA (California); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); Kansas City, MO (Missouri); La Jolla, CA (California); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New Braunfels, TX (Texas); New York, NY (New York); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Provo-Orem, UT (Utah); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Antonio, TX (Texas); San Antonio, TX (Texas); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); St. Petersburg, FL (Florida); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tucson, AZ (Arizona); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA (California); Washington, DC (District of Columbia); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 73013

The Role at a Glance

The Director of Financial Planning will provide subject matter expertise and planning support to financial advisors as a member of Lincoln’s National Planning Institute (NPI). The position will collaborate with financial advisors, their staff, and NPI colleagues to develop financial models, plans, and project materials using financial planning software (e.g., eMoney) to support the advisors’ clients in the areas of estate, retirement, business succession, investment, and income tax planning.

\#LI-Remote

What you’ll be doing

- Provide direction and support to financial advisors by addressing their specific planning inquiries, preparing and presenting financial and estate planning deliverables, and developing advanced and complex financial plans.

- Collaborate and consult with advisors and other team members to build complex financial plans and models to support external client needs.

- Act as a subject matter expert in design and debrief meetings to identify case-specific observations and make appropriate recommendations to advisors.

- Review executed estate and business planning documents and provide summaries, observations, and recommendations based on the specific client fact patterns.

- Review, identify, and communicate recommendations on complex and high net worth cases to advisors and other team members.

- Utilize Lincoln approved financial planning software tools to create complex models for advisors’ client needs.

- Act as the point of contact for financial advisors and staff seeking technical and/or planning support from Lincoln’s National Planning Institute.

- Maintain a national speaking presence at company-wide training events.

- Coach advisors on estate, business succession, retirement, and income tax issues.

- Provide training on financial planning and timely estate, business succession, retirement, and income tax planning topics to team members, advisors, and office staff when necessary.

- Maintain knowledge on current and emerging developments/trends that impact financial planning and collaborate with senior management to incorporate new trends and developments in current and future solutions.

- Direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

- Identify and direct the implementation of process improvements that significantly impact quality across the team, department and/or business unit for his/her assigned area(s) of responsibility.

What we’re looking for

- 5 – 7+ years of financial planning experience with a broker-dealer, RIA, investment firm, law firm, or accounting firm.

- Bachelor’s degree in finance or accounting or equivalent work experience (4 years of experience in lieu of Bachelor’s)

- Juris Doctorate (JD), Master of Laws (LL.M. in taxation), CFP, or CPA highly desirable.

- Strong technical skills in financial planning and estate planning.

- Confident, comfortable communicator with strong written and verbal communication skills.

- Strong presentation skills with demonstrated ability to influence at all levels through clear, informed and logical discussions/presentations.

- Strong relationship management skills with financial advisors and internal stakeholders (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative solutions.

- Strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

- Expertise with eMoney and MoneyGuide Pro software.

- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:

+ Clearly defined career tracks and levels to help you successfully manage your career

+ Leadership development and virtual training opportunities

+ PTO/parental leave

+ Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

+ Free financial counseling, health coaching and employee assistance program

+ Tuition assis