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Financial Manager Financial Consultant Corporate Finance Wealth Management

Director of Financial Planning Ops – Remote

Remote / Online - Candidates ideally in
Lenexa, Johnson County, Kansas, 66215, USA
Listing for: Mercer Advisors
Remote/Work from Home position
Listed on 2026-06-08
Job specializations:
  • Management
    Financial Manager, Wealth Management
  • Finance & Banking
    Financial Manager, Financial Consultant, Corporate Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Director of Financial Planning Operations to lead a team focused on client acquisition through effective financial planning. This role includes overseeing workflow, mentoring planners, and implementing strategic initiatives to enhance operational efficiency. The ideal candidate will have CFP® credentials and at least 5 years of experience in financial planning, coupled with strong skills in leadership and communication.

The position offers a competitive salary and a range of employee benefits.
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