Team Lead overseeing Portfolio Investments & Risk Management at PAIR Finance. Driving strategy, managing risks, and leading a motivated team in a stable financial environment.
About the role
- Financial Planning & Coaching Senior Specialist engaging with FAS clients as a valued expert. Responsibilities include supporting FAS Sales and enhancing financial planning solutions.
Responsibilities
- Serve as an ambassador on select financial planning solutions
- Serve as a 'go to' expert for FAS Sales on the Financial Planning & Coaching Offer
- Provide expert consultation in solution development and enhancement discussions
- Contribute to authoring new advisor and end-client content and presentations
- Serve as a liaison to FAS Sales and advice partners throughout the enterprise
Requirements
- Minimum of eight years related work experience
- Five years of experience in advice or client facing roles preferred
- Undergraduate degree or equivalent combination of training and experience
- CFP strongly preferred or willingness to pursue
- This job requires a Series 7 and 63 license
Benefits
- Hybrid working model for flexibility and in-person collaboration
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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