Remote Senior Financial Planning Policy and Supervision Specialist

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