Overview

• ensuring the quality and accuracy of financial plans created for clients
• conduct comprehensive reviews of complex financial plans
• providing constructive feedback and actionable recommendations to Financial Advisors and their Leaders
• identifying gaps and opportunities in the planning process
• contributing to the development of tools and training materials
• actively participating in special projects that enhance operational effectiveness
• building strong relationships with internal stakeholders
• staying current on industry trends

Qualifications

• minimum of three years’ practical experience in financial planning
• Personal Financial Planner (PFP) designation (required) or a Certified Financial Planner (CFP) designation
• in-depth knowledge of the financial planning process
• strong focus on retirement plans
• expertise in Defined Benefit, Defined C...