Overview

We are seeking a Financial Planning Lead to guide and mentor a team of financial advisors. The ideal candidate will leverage their financial planning expertise and leadership skills to ensure the delivery of high-quality financial advice and exceptional client service.

Key Responsibilities

• Provide leadership and guidance to a team of financial advisors.
• Oversee the development and implementation of financial plans.
• Ensure compliance with regulatory requirements and firm policies.
• Conduct regular performance reviews and provide coaching.
• Collaborate with other departments to enhance client experience.

Required Skills

• Strong knowledge of financial planning principles.
• Excellent leadership and communication skills.
• Ability to motivate and develop a team.
• Proficiency in financial planning software.