CFP Certified Financial Planning Manager

Job Summary

A company is looking for a Manager of Financial Planning.

Key Responsibilities

• Foster and develop a team of tech-savvy financial planners by coaching and creating growth paths
• Scale a high-volume advice business by implementing efficient systems and processes
• Drive team performance and alignment through data analysis and clear communication of evolving priorities

Required Qualifications

• Certified Financial Planner (CFP) designation
• Experience in sales leadership and talent development
• Proven ability to scale processes and teams in fast-paced environments
• Strong data-driven decision-making skills
• Adaptability to thrive in constantly changing environments