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
