Kestra Holdings in Austin, TX is seeking a Director of Financial Planning to lead complex planning for about 1,450 financial advisors, delivering sophisticated plans across investment, tax, estate, retirement, and insurance.
You will mentor planners, own projects for Advanced Planning, and advance planning frameworks using modeling and software, communicating insights clearly to investors and advisors.
#J-18808-LjbffrDirector of Financial Planning & Advanced Planning in austin at Unknown Company
This position is listed as full time and onsite.