About this opportunity
Poweredbyconcurrent lists this Senior Director, Central Financial Planning opportunity in tampa, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Poweredbyconcurrent in Tampa, FL, is seeking a Director of Central Planning to lead para-planning, analysis, and execution for financial advisors and clients. This senior role coordinates a centralized planning model to scale advisor practices while maintaining client relationships.
You will deliver retirement, tax-aware, estate and trust planning, cash flow analyses, and education planning, while guiding planning templates, workflows, and training for the planning team.
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Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.