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About Us:
Guided Planning Solutions is a premier paraplanning firm committed to empowering financial professionals through efficient, streamlined, and scalable support. Our culture thrives on ambition, ownership, and a steadfast commitment to empowerment, integrity, continuous learning, and collaboration. We're dedicated to helping our clients achieve their business and personal goals.
Role Summary:
The Financial Planning Manager will oversee our team of Senior Financial Paraplanners, ensuring that our planning services are delivered effectively and align with our company's goals. This role is pivotal in maintaining the quality and integrity of our financial paraplanning services.
Key Responsibilities:
Oversee and support Senior Financial Paraplanners.
Ensure alignment with company goals and standards.
Contribute to firm growth through effective management and strategic input.
Requirements:
Certified Financial Planner (CFP) designation.
Minimum 5 years of management experience in financial planning.
Compensation:
Salary plus profit-sharing based on the performance of planners and overall customer satisfaction.
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Full Time
$117k-147k (estimate)
04/30/2024
05/19/2024
The following is the career advancement route for Financial Planning Manager positions, which can be used as a reference in future career path planning. As a Financial Planning Manager, it can be promoted into senior positions as a Financial Planning and Analysis Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Manager. You can explore the career advancement for a Financial Planning Manager below and select your interested title to get hiring information.