Director of Financial Planning & Wealth Strategy

A financial advisory firm is seeking a Director of Financial Planning to lead their financial planning services and drive client relationships. The ideal candidate will have a CFP designation, at least five years of relevant experience, and a strong capability in using financial planning tools like RightCapital. Responsibilities include serving high-value clients, managing staff, and ensuring compliance with regulatory standards. This hybrid role involves collaborative teamwork and a commitment to high-quality results in a positive work environment. #J-18808-Ljbffr