State Licensed Advanced Solutions Director

Job Summary

A company is looking for an Advanced Solutions Assistant Director / Director.

Key Responsibilities

• Serve as a trusted advisor to producers and client-facing teams on complex cases
• Analyze legislative and regulatory changes impacting planning strategies and provide actionable insights
• Develop and deliver advanced training and marketing content for financial professionals

Required Qualifications

• Juris Doctor (JD) with 4+ years (Assistant Director) or 6+ years (Director) of relevant experience, or Certified Public Accountant (CPA) with 7+ years (Assistant Director) or 8+ years (Director) of relevant experience
• Comprehensive understanding of tax law, estate planning, and financial services products
• Strong grasp of the sales process and ability to support producers in the field
• FINRA Series 6 registration required (or ability to obtain within 18 months of hire)
• Ability to travel approximately 4-6 times per year for company events