State Licensed Financial Planning Director

Job Summary

A company is looking for a Director of Financial Planning.

Key Responsibilities

• Develop and maintain unified financial planning processes for UHNW clients
• Oversee the training and development of the Financial Planning Group
• Create and disseminate best practices and training programs for financial planning delivery

Required Qualifications

• Bachelor's degree required
• 10+ years of experience in the financial services industry
• CFP (Certified Financial Planning) designation required; additional credentials preferred
• Proven success with ultra-high net worth clients and complex financial planning
• Strong understanding of the financial planning profession and industry trends