We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Lead Associate Financial Planner Director
Location
United States
Posted
1 day ago
Salary
$169.9K - $216K / year
Seniority
Lead
No structured requirement data.
Job Description
Role Description
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director, Associate Financial Planners - REMOTE. In this pivotal role, you will lead a team of Associate Financial Planners to drive client acquisition, retention, and the enhancement of client value through our wealth service offerings. Your leadership will ensure that clients receive outstanding service and guidance in their financial planning journeys. You will empower your team to thrive in a collaborative and values-driven environment, while adhering to corporate policies, promoting smart investment decisions, and enhancing client experiences across various fields including retirement and risk management.
- Lead a team of about 30 Associate Financial Planners (AFPs) to drive client acquisition and retention.
- Coach and develop AFPs to perform comprehensive financial planning analysis for clients.
- Guide AFPs in utilizing internal tools for financial planning processes.
- Manage performance metrics and drive strategic priorities in partnership with planners.
- Ensure adherence to corporate policies while enhancing the client experience.
Qualifications
- 5 years of experience in financial services sales management with a distributed team.
- Direct experience leading teams of 10 or more, including recruiting and performance management.
- Strong leadership skills to empower sales staff effectively.
- Deep understanding of financial services, comprehensive financial planning, and RIAs.
- FINRA Series 65 required.
- Bachelor's degree in business or finance, or equivalent industry experience.
- Certified Financial Planner designation preferred.
Benefits
- Competitive salary with a range of $169,900 - $216,000 based on experience and location.
- Eligibility for discretionary bonuses and benefits such as health, dental, and wellness plans.
- 401(k) contributions.
- Collaborative and values-driven company culture.
- Opportunity for professional growth and career advancement.
Job Requirements
- 5 years of experience in financial services sales management with a distributed team.
- Direct experience leading teams of 10 or more, including recruiting and performance management.
- Strong leadership skills to empower sales staff effectively.
- Deep understanding of financial services, comprehensive financial planning, and RIAs.
- FINRA Series 65 required.
- Bachelor's degree in business or finance, or equivalent industry experience.
- Certified Financial Planner designation preferred.
Benefits
- Competitive salary with a range of $169,900 - $216,000 based on experience and location.
- Eligibility for discretionary bonuses and benefits such as health, dental, and wellness plans.
- 401(k) contributions.
- Collaborative and values-driven company culture.
- Opportunity for professional growth and career advancement.
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