We are currently seeking a Director, Planning & Advice to join our team within our Envision Financial region.
The Director, Planning & Advice provides leadership, direction and coaching to the Wealth Advisor & Wealth Planning Specialist teams in the regions emphasizing collaboration in order to ensure maximum sales and service delivery effectiveness across multiple client offers, and to drive growth in business results through the acquisition of new business and deepening of existing member relationships.
Here’s what would be included as a part of your typical day
Required Skills, Experience & Qualifications