Director of Financial Planning Ops – Remote
Remote / Online - Candidates ideally in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-06-13
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listing for:
Mercer Advisors
Remote/Work from Home
position Listed on 2026-06-13
Job specializations:
-
Management
Wealth Management, Financial Manager -
Finance & Banking
Corporate Finance, Wealth Management, Financial Manager, Financial Consultant
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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