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CFP Director of Financial Planning
VirtualVocations
A company is looking for a Director of Client Development Financial Planning.
Key Responsibilities
Lead, hire, train, and mentor a team of Financial Planners to support client development
Manage operational oversight, including planner capacity, workflow, and strategic planning for future growth
Produce prospect financial plans as a CFP practitioner to aid in client acquisition
Required Qualifications
CFP certification strongly preferred
Minimum of 5 years of financial planning experience with prior management experience ideal
Bachelor's degree from an accredited institution required
Strong knowledge of eMoney and proficiency in Salesforce and Microsoft Office Suite
Experience in developing KPIs and financial modeling
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