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Fi3 Financial Advisors, LLC
Indianapolis, IN, United States
As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties include department oversight, management and training of 2-5 financial planners. This is a player-coach role, whereby you will be asked to spend a considerable amount of time doing financial planning work, including writing comprehensiv
Job Source: Fi3 Financial Advisors, LLCAllegion
Carmel, IN, United States
Allegion Director, Financial Planning & Analysis and Functional Support Carmel , Indiana Apply Now Creating Peace of Mind by Pioneering Safety and Security At Allegion, we help keep the people you know and love safe and secure where they live, work and visit. With more than 30 brands, 12,000+ employees globally and products sold in 1
Job Source: AllegionAllegion Canada Inc.
Carmel, IN, United States
Director, Financial Planning & Analysis and Functional Support page is loaded Director, Financial Planning & Analysis and Functional Support Apply locations Carmel, IN time type Full time posted on Posted 2 Days Ago job requisition id JR29091 Creating Peace of Mind by Pioneering Safety and Security At Allegi
Job Source: Allegion Canada Inc.Allegion
Carmel
**Creating Peace of Mind by Pioneering Safety and Security** _At Allegion, we help keep the people you know and love safe and secure where they live, work and visit. With more than 30 brands, 12,000+ employees globally and products sold in 130 countries, we specialize in security around the doorway and beyond. Additionally, in 2024 we were awarded
Job Source: Allegionsalesforce
Indianapolis, IN, United States
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About Salesforce We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across eve
Job Source: salesforceSitusAMC
Indianapolis
SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique ex
Job Source: SitusAMCSalesforce, Inc.
Indianapolis, IN, United States
Salesforce.com Inc's Candidate Privacy Notice contains more details about the handling and use of the personal data of job applicants. For more information about our website privacy practices, please see our Privacy Statement. Financial Planning & Analysis Senior Analyst page is loaded Financial Planning & Analysis Senior Analyst Apply
Job Source: Salesforce, Inc.CES (P) Ltd
Brownsburg
Position : Fulltime (Hybrid)3 Days office and 2 days Remote Job Title : Senior Financial ManagerClient Location : Brownsburg, IN Description The Senior Manager, Financial Planning and Analysis (FP&A) is responsible for leading the development of financial strategies, providing insightful financia...
Job Source: CES (P) LtdIndianapolis, IN, United States
Similar job titles: Assistant Financial Aid Director, Financial Aid Administrator, and Financial Aid Manager
Salary range: 54-65K/yr
This position is remote
Schedule is subject to change: Monday & Wednesday: 8:30am -5:30pm Est
Tuesday & Thursday: 10:30am -7:30pm Est
Friday: 10am - 7pm Est
We are eligible to hire in the following states: AL, AR, AZ, FL, GA, ID, IN, KY, LA, MI, MN, MO, MS, NC, NV, OH, OK, SC, PA, TN, TX, UT, VA and WI
What you will be doing:
Mentor Financial Counselors and Financial Planners and provide coaching on best practices
Continually train and develop Financial Planners and Financial Counselors
Consistently maintain top performance
Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring
Ensure that Financial Planners and Financial Counselors are meeting compliance standards
Manage the queueing system to ensure students are assisted in the proper time frame
Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning
Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed
Misc. duties as assigned by the Sr Director of Financial Planning
Key competencies:
Demonstrating ethics and integrity
Communicating effectively (oral and written)
Leading and developing a team
Solving problems and making decisions
Qualifications needed:
Bachelor's degree or a combination of education and experience.
Some Salesforce CRM experience preferred
12 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred
2 years team management experience preferred
What does MyComputerCareer.edu have to offer YOU?
A focus on students, academic excellence, and helping others succeed
Professional work environment
Talented and committed co-workers (We serve each other)
Service projects (Military makeover, companywide serve day, etc.)
An opportunity to make a difference while expanding your knowledge
Competitive pay & benefits (This is not a commission-based role)
Clean and aesthetically pleasing open campus environment with a family feel.
Why Work for us?
Our focus is on helping Others Succeed- Every day, the Assistant Director of Financial Planning helps the Financial Planners and Financial Counselors meet all expectations within the enrollment process. They are expected to lead the Financial Planning team toward success in meeting their goals.
Our mission at MyComputerCareer.edu is to help our students develop the skills necessary to permanently and positively change their lives and futures by attaining financially rewarding and personally fulfilling careers in Information Technology.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other duties, as assigned by their manager
PHYSICAL AND COGNITIVE DEMANDS
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other duties, as assigned by their supervisor.
We are an Equal Opportunity Employer!
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Assistant Director of Financial Planning jobs in Indianapolis, IN, United States
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