Senior Financial Planning Leader: Client & Expertise
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-07-03
Listing for:
Habitat For Humanity Of Durham
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Habitat For Humanity Of Durham is seeking a Premier Financial Planning Leader to manage financial plans and deepen client relationships. The ideal candidate will have a Bachelor's degree, CFP certification, and extensive knowledge of financial planning concepts.
This role demands strong interpersonal skills and the ability to lead project management efforts, while collaborating with internal teams to enhance overall client experiences. Comprehensive benefits and opportunities for professional development are included.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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