Reputable well established asset management firm in Los Angeles is seeking a razor sharp Director of Financial Planning.
(CFP is required!) This individual will have responsibility for the comprehensive financial planning activities and experience across clients, prospective clients and colleagues.
The Director will serve as a technical resource and will be the principal contributor to thought leadership with respect to planning concepts and strategies.
They will lead the development and presentation of plans for larger, more sophisticated or more complex situations.
The Director will mentor and develop a team of planners, leveraging his or her deep experience, to impart best practices that support the professional development and growth of each planner and the firm.
>100% Remote currently.
Semi-Remote post-pandemic