Remote Senior Financial Planning Policy and Supervision Specialist

Location: Nationwide

Compensation: Salary

Staff Reviewed: Tue, Mar 14, 2023

This job expires in: 23 days

Job Category: Information Technology

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Entry Level, Experienced, Senior Level

Education Level: Bachelors, Masters

Job Summary

A financial services company has an open position for a Remote Senior Financial Planning Policy and Supervision Specialist.

Must be able to:

Partner with internal Financial Planning units to help create and shape Financial Planning policy, controls, and supervision
Serve as a subject matter expert for financial planning at the firm
Actively represent in the industry for financial planning

Must meet the following requirements for consideration:

Bachelor’s Degree
7+ years of relevant financial services experience
CFP required
Series 7 and 66 required within 6 months of hire, consistent with department policy
Strong foundational knowledge of investments, financial planning, financial planning tools and project management process

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Remote Senior Financial Planning Policy and Supervision Specialist

Job Summary

COMPLETE JOB DESCRIPTION

Company Overview

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