Financial Planning Director
2 weeks ago
We are seeking an experienced Financial Planning Director to join our team at Lee, Nolan & Koroghlian, LLC. As a key member of our financial services team, you will work closely with our Financial Advisors to provide holistic financial planning advice and analysis to our clients.
Key Responsibilities:- Assist advisors and their clients in clarifying their long-term objectives and taking the steps necessary to reach their financial goals.
- Leverage your financial services industry experience and expertise to provide high-quality financial planning advice.
- Review and/or create fee-based financial plans that meet the highest standards of quality.
- Partner with Regional Directors, Internals, and the Case Consulting Unit to leverage internal and external resources.
- Identify opportunities for growth and renewal, and analyze firm activity to drive results.
- Grow the number of planners in the firm through conversion, recruiting, or partnering, and execute a successful training plan for advisors.
- 5+ years of fee-based financial planning experience.
- FINRA Series 7, FINRA Series 65 or 66, and Current Life, Accident & Health Insurance License.
- CFP or Advanced Professional Designation preferred.
- Bachelor's Degree or equivalent.
We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.
Apply now to take the next step in your financial planning career and join our team at Lee, Nolan & Koroghlian, LLC.
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Strategic Financial Planning Director
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