Talent.com
Director of Financial Planning

Director of Financial Planning

VirtualVocationsSaginaw, Michigan, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Director of Financial Planning.

Key Responsibilities

Provide technical expertise and support to advisors on complex financial planning cases

Lead ongoing education and training for advisors on financial planning updates and tools

Evaluate and streamline financial planning processes and systems to enhance scalability and efficiency

Required Qualifications, Training, and Education

Bachelor's degree in Finance, Accounting, Economics, or a related field required

CFP designation required; advanced planning designations preferred

Minimum 10 years of experience in financial planning or wealth management

Experience with financial planning technology platforms and tools

Proven ability to lead training and educational programming

serp_jobs.job_alerts.create_a_job

Director Of Planning • Saginaw, Michigan, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Financial Planning Assistant

Financial Planning Assistant

Hantz GroupDavison, MI, US
serp_jobs.job_card.full_time
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Professional Planner - #2722.06

Professional Planner - #2722.06

Wade TrimFlint, Michigan, United States, 48502
serp_jobs.job_card.full_time
Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long-term disability coverage, education reimbursement, 401(k), performance bonuses, and an emp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director of Nursing (DON)

Director of Nursing (DON)

Ovid Healthcare CenterOVID, Michigan, United States
serp_jobs.job_card.full_time
Are you looking for a nursing leadership opportunity with a growing organization? Ovid Healthcare Center has an exceptional opportunity for a Director of Nursing (DON) to join our team.As the Direc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Expert - Local

Tax Expert - Local

IntuitDURAND, Michigan, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data AnnotationMidland, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director of Development

Director of Development

Boys & Girls Clubs of AmericaFlint, MI, US
serp_jobs.job_card.full_time
The Development Director leads and executes the organization's comprehensive fundraising, event, marketing, and volunteer engagement strategies. This key leadership role is responsible for ensuring ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Planning Specialist

Tax Planning Specialist

Hantz GroupDavison, MI, US
serp_jobs.job_card.full_time
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer

Remote Finance Director - AI Trainer

Data AnnotationMidland, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Director of Nursing (DON) - Sign On Bonus

Director of Nursing (DON) - Sign On Bonus

Ovid Healthcare CenterOVID, Michigan, United States
serp_jobs.job_card.full_time
Are you looking for a nursing leadership opportunity with a growing organization? Ovid Healthcare Center has an exceptional opportunity for a Director of Nursing (DON) to join our team.As the Direc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Seasonal Tax Expert - Local

Seasonal Tax Expert - Local

IntuitDURAND, Michigan, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Director of Nursing (DON)

Director of Nursing (DON)

The Laurels of FultonCHESANING, Michigan, United States
serp_jobs.job_card.full_time
Are you looking for a nursing leadership opportunity with a growing organization? The Laurels of Fulton has an exceptional opportunity for a Director of Nursing (DON) to join our team.As the Direct...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Experienced Financial Planning Assistant

Experienced Financial Planning Assistant

Hantz GroupSaginaw, MI, US
serp_jobs.job_card.full_time
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Advanced Tax Planner

Advanced Tax Planner

Hantz GroupDavison, MI, US
serp_jobs.job_card.full_time
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Vice President Health Plan Operations, Michigan

Vice President Health Plan Operations, Michigan

McLaren HealthFlint, MI, US
serp_jobs.job_card.full_time
Vice President, Health Plan Operations.We are looking for a Vice President, Health Plan Operations, to join us in leading our organization forward. McLaren Integrated HMO Group (MIG) is a fully owne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Expert - 2+ Yrs Paid Tax Experience Required

Tax Expert - 2+ Yrs Paid Tax Experience Required

IntuitDURAND, Michigan, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer

Remote Financial Analyst - AI Trainer

Data AnnotationFlint, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Chief Financial Officer (Midland)

Chief Financial Officer (Midland)

The Meyers GroupMidland, MI, US
serp_jobs.job_card.full_time +1
Ten16 Recovery Network seeks a mission-driven and emotionally intelligent financial professional to become the.With a planned transition that includes a structured knowledge transfer and onboarding...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer

Remote Senior Financial Analyst - AI Trainer

Data AnnotationMidland, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer

Remote Finance Advisor - AI Trainer

Data AnnotationMidland, Michigan
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Chief Financial Officer

Chief Financial Officer

The Meyers GroupMidland, MI, US
serp_jobs.job_card.full_time
Ten16 Recovery Network seeks a mission-driven and emotionally intelligent financial professional to become the.With a planned transition that includes a structured knowledge transfer and onboarding...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day