Director of Financial Planning
VirtualVocationsSan Jose, California, United States30+ days ago
Job type
- Full-time
Job description
A company is looking for a Director of Financial Planning.
Key Responsibilities
Provide technical expertise and support to advisors on complex financial planning cases
Lead ongoing education and training for advisors on financial planning updates and tools
Evaluate and streamline financial planning processes and systems to enhance scalability and efficiency
Required Qualifications, Training, and Education
Bachelor's degree in Finance, Accounting, Economics, or a related field required
CFP designation required; advanced planning designations preferred
Minimum 10 years of experience in financial planning or wealth management
Experience with financial planning technology platforms and tools
Proven ability to lead training and educational programming
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Director Of Planning • San Jose, California, United States
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