State Licensed Financial Planning Director
Job Summary
Leading the financial planning initiatives, the full-time remote State Licensed Financial Planning Director will develop unified processes, oversee a team of planners, and enhance client service efficiency while providing training and mentorship.
Key responsibilities:
- Develop and maintain unified financial planning processes to improve efficiency for client service teams
- Oversee daily activities and training of the centralized Financial Planning Group
- Stay informed of industry trends and communicate relevant changes to the organization
Required qualifications:
- Bachelor's degree required
- 10+ years of successful experience in the financial services industry
- CFP (Certified Financial Planning) designation required
- Proficiency in public speaking and content creation in fast-paced environments
- Established and active industry network
Complete Job Description
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