Lead strategic initiatives to elevate financial planning excellence. Focus on innovative training and development to empower Advisors and optimize client experiences.
The Strategic Financial Planning Practice Director will enhance the effectiveness of financial planning through comprehensive training and development initiatives. This role involves close collaboration with senior management and Advisory teams to drive improvements and uphold best practices in client engagement. You will foster skill development for Advisors, ensuring they deliver high-quality financial plans.
Key Responsibilities: • Collaborate on enterprise-wide financial planning initiatives • Develop training programs for enhanced Advisor capabilities • Mentor Advisors and support their ongoing development • Identify opportunities for service excellence in planning • Evaluate financial plans to align with business goals