Senior Planning Lead Financial Advisors
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Senior Financial Analyst
Concurrent Financial Advisors is seeking a Director, Central Planning in Tampa, FL. This senior role provides advanced paraplanning and advisor-support to scale planning across a broad client base, ensuring high-quality deliverables and concierge-level service for select high-net-worth relationships.
You will lead planning quality, workflows, templates, and mentorship within Operations, advancing knowledge and planning methodologies while coordinating with Investments, Compliance, and Technology
For the Senior Central Planning Lead for Financial Advisors position at Concurrent, we are reviewing applications now.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Central Planning Lead for Financial Advisors role at Concurrent, based in Tampa, FL, United States.
We are looking to fill the Senior Central Planning Lead for Financial Advisors position at Concurrent in Tampa, FL, United States.
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