Financial Planning Leader We are seeking a seasoned financial services leader to oversee our team of experts in delivering personalized financial planning solutions to clients. About the Role This is a high-profile opportunity for a forward-thinking professional to drive business growth, lead cross-functional teams, and make a meaningful impact on client lives. The ideal candidate will possess a strong background in financial planning, excellent leadership skills, and a passion for mentoring and developing team members. Bachelor's degree CFP designation Active and valid FINRA Series 7 license Active and valid FINRA Series 63/65 or 66 Active and valid FINRA 9/10 (or to be obtained within 90 days) Preferred qualifications include insurance licensing, a minimum of 7+ years of financial services experience, and 3+ years of supervisory experience. What We Offer We provide a competitive salary range, bonus opportunities, and a comprehensive benefits package that includes: 401(k) with company match Paid time off, volunteering, and 28-day sabbatical after every 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance We value work-life balance and offer a Hybrid Work and Flexibility approach that supports your personal and professional success.