Assistant Director of Financial PlanningVirtualVocations • Norwalk, California, United States
Assistant Director of Financial Planning
VirtualVocations • Norwalk, California, United States
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A company is looking for an Assistant Director of Financial Planning to oversee and mentor financial planning teams remotely.
Key Responsibilities
Mentor and coach Financial Counselors and Financial Planners on best practices
Conduct daily quality assessments and provide feedback to ensure compliance and performance standards are met
Manage the queueing system to ensure timely assistance for students and fill in for Financial Planner and Counselor roles as needed
Required Qualifications and Education
Bachelor's degree or a combination of education and experience
Preferred experience with Salesforce CRM
At least 9 months of demonstrated results in a Financial Counselor role or 2 years of combined financial aid experience
Minimum of 2 years of team management experience preferred
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Director Of Planning • Norwalk, California, United States
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