Director, Financial Planning

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver unbiased, fee-based guidance and asset management solutions.

• Prioritize the client's interests by offering exceptional financial advice.

• Skillfully assess client circumstances and evaluate their requirements.

• Create and present a persuasive array of recommendations.

• Proficient in fostering positive client relationships.

• Capable of persuading clients to enhance their financial health.

⛳️ Requirements

• Experience in a client-facing role within a fee-based wealth management or planning setting.

• Results-oriented mindset with a proven history of relationship building.

• Interest in a position offering base salary, performance-based incentives, and potential for increased earnings.

• Must hold an active Series 65 license.

• Must possess an active Health and Life Insurance license or be required to obtain it within the initial three months of employment.

• A clean U-4 record is necessary.

• A Certified Financial Planner (CFP) designation or similar certification is preferred but not mandatory.

🏝️ Benefits

• Health insurance coverage.

• Contributions to a 401(k) plan.

• Performance bonuses.

• Ongoing education for advisors on crucial topics for our clients.

• Discretionary bonuses.

• Health, dental, and various wellness plans.