State Licensed Assistant Director

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

Key Responsibilities

Serve as a trusted advisor to producers and client-facing teams, providing expert guidance on complex cases

Analyze legislative and regulatory changes impacting planning strategies and communicate insights

Develop and deliver advanced training and marketing content for financial professionals

Required Qualifications

Juris Doctor (JD) and admission to the bar in at least one state

4+ years of experience in tax law, estate planning, and financial services

Strong understanding of the sales process and support for producers

FINRA Series 6 registration required or ability to obtain within 18 months

Ability to travel 4-6 times per year to company offices and events across the U.S