State Licensed Financial Planning Director

VirtualVocations
Washington, US
RemoteCareer-pivot friendly

Why this role

Pace
Steady
Collaboration
High
Autonomy
Medium
Decision Impact
Team
Role Level
Team Lead
Career Pivot Friendly
Welcomes transferable skills

What success looks like

  • develop and maintain unified financial planning processes
  • oversee training and development
Typical background
10+ years of experience in financial services

Transferable backgrounds

Skills & requirements

Required

financial planningtraining and developmentbest practices dissemination

Preferred

CFP designation

Stack & domain

Financial planningCfp (certified financial planning)Training and developmentBest practicesComplex financial planningCfpFinance

About the role

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…

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