Washington Licensed Financial Director

Job Summary

A company is looking for a Director of Dedicated Planning & Investment Operations.

Key Responsibilities

• Oversee workflow and job responsibilities of planning department team members
• Lead training and development for the department and build out infrastructure
• Research and analyze investment and portfolio allocations

Required Qualifications

• 3+ years industry experience required
• Certified Financial Planner or Chartered Financial Analyst designation required
• Securities (7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
• Bachelor's degree in Financial Planning, Finance, Accounting, or Economics preferred
• Previous administrative/secretarial experience desired