VP Financial Planning Director – AI-Powered Wealth Planning

A leading financial services firm seeks a Financial Planning Director to enhance client engagement by partnering with Financial Advisors. The role requires a Bachelor's degree and CFP designation, along with 5+ years of experience in delivering financial strategies to high-net-worth clients. Responsibilities include creating financial plans, managing client interactions, and ensuring planning quality. The ideal candidate will demonstrate expertise in tax and estate strategies and collaborate closely with Financial Advisors to drive success.
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