Director of Financial Planning & Client
Listed on 2026-10-09
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Finance & Banking
Wealth Management
Mycompas is seeking a Director of Financial Planning to lead the creation of personalized financial plans and to collaborate with clients and advisors on investments, retirement, insurance, tax and estate strategies. The role emphasizes high-quality client service and ongoing professional development.
The ideal candidate has 5+ years in financial planning or wealth management, active Series 7/63 licenses, and relevant designations.
As a Director of Financial Planning & Client Growth, you will play an important part at Mycompas in Minnetonka, MN, United States.
We appreciate your interest in this position.
Join Mycompas and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Director of Financial Planning & Client Growth role at Mycompas, based in Minnetonka, MN, United States.
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