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Director of Education & Financial Planning

Denver, CO, United States

Our client, a fast-growing RIA, is seeking a Director of Education & Financial Planning

ONLY COLORADO RESIDENTS CONSIDERED***MUST HAVE STRONG ANNUITIES KNOWLEDGE

Responsibilities:

Train Financial Advisors

Coach and Mentor

Create Processes including instructional materials

Create/Conduct Workshops

Support upper management in team leadership

25% travel

Minimum Requirements:

Minimum 5 years experience in financial services

Strong Annuities background A MUST

Series 65 licensed or 7 and 66 combined

Financial Planning Systems and Software experience

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