Director of Sprout Division

Immediately
S.E.E.D. Planning Group
Fred Costantino
3247 Vickery Road North Syracuse, NY 13212 Phone: 6072175091
fcostantino@seedpg.com
Email
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Director of Sprout Division


Introduction:


Are you passionate about helping young professionals navigate a path toward financial success?


As Director of our Sprout Division at S.E.E.D. Planning Group, you will have the opportunity to oversee and work in a program built for young professionals. Through our planning process, you will have the ability to educate clients while also helping them build, implement, and maintain a financial plan.


S.E.E.D. Planning Group is an independent, fee-only financial planning and investment fiduciary with a duty to put our clients’ needs first. We have no asset minimums and have developed programs to help people at all stages of life and wealth.


What You Will Get to Do:


This position will be responsible for overseeing our Sprout Division which is dedicated to providing financial planning to young professionals. Planning areas commonly covered in our Sprout program include budgeting, cash flow and investment plans, student loan analysis, retirement savings, risk management, and estate planning. This position does NOT require outreach for new business development.


Specific responsibilities include:


 

  • Meet with prospective clients to identify if they are a candidate for our Sprout program
  • Work with new clients over a series of planning meetings to help them build a financial plan
  • Work with clients on an ongoing basis to help implement and monitor their plan as their lives and goals change
  • Collaborate with our team of planners to ensure a consistent experience for Sprout clients
  • Develop and train future planners for the Sprout program
  • Document specific and detailed notes for every client interaction and event
  • Develop advanced planning skills based on areas of interest
  • Work on continual improvement of the program/experience

 


What We Seek in A Candidate:


Success at S.E.E.D. starts with teamwork and the desire to make a difference. S.E.E.D. is full of professionals who get excited about helping people meet their financial, and life goals.


Qualifications include:


Required:


  • 1-3 years of financial planning experience
  • Team player, able to collaborate effectively and problem solve with others
  • Personable with a client first attitude
  • Excellent written and verbal communication skills

Preferred:


  • Bachelor’s degree
  • CFP® Designation (or currently working towards completion)
  • Highly proficient in financial planning software and Microsoft Office

What We Offer:


  • $45,000-$60,000 salary commensurate with experience
  • Equity opportunities
  • Safe Harbor 401(k) plan with 3% match
  • Medical, dental, and vision coverage
  • Paid time off
  • Professional growth and development opportunities