Leading the financial planning initiatives, the full-time remote State Licensed Financial Planning Director will develop unified processes, oversee a team of planners, and enhance client service efficiency while providing training and mentorship. Key responsibilities: Develop and maintain unified financial planning processes to improve efficiency for client service teams Oversee daily activities and training of the centralized Financial Planning Group Stay informed of industry trends and communicate relevant changes to the organization Required qualifications: Bachelor's degree required 10+ years of successful experience in the financial services industry CFP (Certified Financial Planning) designation required Proficiency in public speaking and content creation in fast-paced environments Established and active industry network
State Licensed Financial Planning Director in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.