CFP Principal Director
Job Summary
Leading a team of financial planners, the remote full-time CFP Principal Director will guide a dedicated group, serve as a subject matter expert, and manage a select member practice while collaborating with cross-functional teams to enhance financial planning initiatives.
Key responsibilities
- Coach and develop a team of CFP professionals to deliver actionable financial advice and build client trust
- Establish scalable frameworks and best practices in a specific planning domain to enhance team expertise
- Participate in cross-functional discussions to align tools and communications with actual planning realities
Required qualifications
- CFP designation required
- 10+ years of comprehensive financial planning experience
- 5+ years of direct leadership experience with high-performing planning teams
- Proven ability to simplify complex planning concepts into practical frameworks
- Strong communication and interpersonal skills with a history of resolving organizational challenges
Complete Job Description
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