Lead US Financial Planning Team (CFP)

Nayya; United States; Remote; USD 130,000 - 150,000; Full time

Job summary

A pioneering financial wellness service is seeking a Manager, US Financial Planning to lead a team of CFP® professionals. In this role, you will enhance service delivery, drive team culture, and ensure compliance while empowering clients' financial journeys. This position requires a strong background in financial planning, excellent leadership skills, and a commitment to improving financial health for all members. A competitive salary is offered, with adjustments made for geographic location.

Qualifications

• Demonstrated success in managing and developing a financial planning team.
• Strong understanding of employee-benefit planning needs.
• Proficiency in scaling client service teams in high-growth environments.

Responsibilities

• Lead and coach a remote team of CFP® professionals.
• Evolve and operationalize a scalable service model.
• Conduct quality assurance for planning standards.

Skills

Leadership

Financial planning

Compliance awareness

Team building

Empathetic communication

Education

Active CFP® certification

5+ years in financial planning

3+ years of people leadership experience

Job description

A pioneering financial wellness service is seeking a Manager, US Financial Planning to lead a team of CFP® professionals. In this role, you will enhance service delivery, drive team culture, and ensure compliance while empowering clients' financial journeys. This position requires a strong background in financial planning, excellent leadership skills, and a commitment to improving financial health for all members. A competitive salary is offered, with adjustments made for geographic location.