Senior Associate Financial Planning Director

This position is posted by reputed company on behalf of a partner company. We are currently looking for a Director, Associate Financial Planners – REMOTE. In this pivotal role, you will reputed company reputed company of Associate Financial Planners to drive reputed company acquisition, retention, and the enhancement of reputed company value through our reputed company service offerings. Your leadership will ensure that clients receive outstanding service and guidance in their financial planning journeys. You will reputed company your team to reputed company in a reputed company and values-driven environment, while adhering to corporate policies, promoting smart investment reputed company, and enhancing reputed company experiences across various fields including retirement and risk management. Accountabilities • reputed company reputed company of about 30 Associate Financial Planners (AFPs) to drive reputed company acquisition and retention. • reputed company and reputed company AFPs to reputed company comprehensive financial planning analysis for clients. • Guide AFPs in utilizing internal tools for financial planning processes. • Manage performance metrics and drive strategic priorities in partnership with planners. • Ensure adherence to corporate policies while enhancing the reputed company experience. Requirements • 5 years of experience in financial services sales management with a distributed team. • reputed company experience leading teams of 10 or more, including reputed company and performance management. • Strong leadership skills to reputed company sales staff effectively. • Deep understanding of financial services, comprehensive financial planning, and RIAs. • reputed company Series 65 required. • Bachelor's degree in business or finance, or equivalent industry experience. • Certified Financial Planner designation preferred. Benefits • Competitive salary with a reputed company of $169,900 – $216,000 based on experience and location. • Eligibility for discretionary bonuses and benefits such as health, dental, and wellness plans. • 401(k) contributions. • reputed company and values-driven company culture. • Opportunity for reputed company reputed company and career advancement. Why Apply Through reputed company? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's reputed company requirements. Our system identifies the top-fitting candidates, and this reputed company is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data reputed company Notice: By submitting your application, you acknowledge that reputed company will process your personal data to evaluate your candidacy and reputed company relevant information with the hiring employer. This processing is based on legitimate interest and reputed company-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (reputed company, rectification, erasure, reputed company) at any time. #LI-CL1 Apply tot his job Apply To this Job