Regional Director, Financial Planning & Investments

A leading financial institution seeks a Regional Director of Planning & Investments in Amherst, NY. The successful candidate will drive financial planning engagement, coach advisors, and manage key priorities in the financial planning practice. Must have a CFP certification, a minimum of ten years of planning experience, and excellent communication skills. The role includes significant travel and collaboration with various key stakeholders in the financial planning domain. Compensation ranges from $96,000 to $181,000 annually, with potential for additional incentive compensation.
#J-18808-Ljbffr