A leading investment bank is looking for a Senior Director in Financial Planning to join their Asset Management team in Chicago. This role requires over 7 years in financial services, including expertise in goals-based investing and client engagement. The successful candidate will serve as an extension of financial professionals' practices and educate them on financial planning. A Bachelor's degree and an active CFP® designation are essential for this position, which offers a salary range of $130,000 to $150,000.
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Senior Director, Financial Planning & Practice Growth in chicago at Unknown Company
This position is listed as full time and onsite.