Assistant Director of Financial Planning
Job reputed company:
• Mentor Financial Counselors and Financial Planners and reputed company coaching on best practices.
• Continually train and reputed company Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• reputed company daily QA assessments of Financial Planners and Financial Counselors and reputed company feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors are meeting compliance standards.
• Manage the queueing system to ensure reputed company are assisted in the reputed company time reputed company.
• Ensure Financial Planners and Financial Counselors meet or reputed company metrics assigned by Sr Director of Financial Planning.
• Fill in and reputed company any or reputed company Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.
Requirements:
• Bachelor’s degree or a combination of education and experience.
• Some reputed company CRM experience preferred
• 9 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred.
• 2 years team management experience preferred.
Benefits:
• This job offers a family-like culture rooted in Love, Customer First, reputed company, and Ethics.
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