Financial Planning Director
3 weeks ago
The Piedmont Group is seeking a seasoned Financial Planning Director to oversee our planning department in Dunwoody. As a key member of our team, you will be responsible for leading a team of experienced financial planners and driving departmental growth. This is a salaried staff position with full benefits and PTO.
Key Responsibilities
• Lead the planning department and manage workload distribution
• Develop and implement strategies to meet quarterly and annual goals
• Serve as a liaison between the CEO's office and our advisors
Requirements
• Must be a fully licensed Certified Financial Planner
• Must be able to work in our Dunwoody office (1050 Crown Point Pkwy)
• Proven experience in managing a team of financial planners
• Compensation is negotiable based on qualified experience
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Financial Planning Director
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Atlanta, Georgia, United States The Bolton Group Full time{"title": "Financial Planning and Analysis Manager", "description": "About the RoleThe Bolton Group is seeking a highly skilled Financial Planning and Analysis Manager to join our team. As a key member of our finance department, you will play a pivotal role in providing financial insights and strategic support to drive the company's growth.Key...
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