Regional Director of Planning & Investments driving financial planning engagement and managing KPC financial planning practice priorities. Serving as a solutions consultant and liaison for advisors with client education.
Responsibilities
Drive financial planning engagement within the mass affluent segment
Manage key priorities of the financial planning practice
Serve as in-house solutions consultant helping educate advisors
Maintain appropriate risk controls and support advice-based sales process
Requirements
CFP or advanced planning designation required
Series 65 or 7 required (or must be attained within the first 180 days of employment)
A minimum of ten years of applicable Planning experience or equivalent
Undergraduate degree or equivalent experience
Sales experience
Benefits
Incentive compensation including production, commission, and/or discretionary incentives
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