This is a unique hybrid opportunity to join a high-profile and impactful leadership role on the company Finance team. The entrepreneurial culture is driving rapid market growth and unparalleled financial value for their clients. Help over a quarter million clients, nationwide create wealth and make smart money decisions through the company financial planning and consulting services.

Areas of focus include:

- Financial planning

- Retirement planning

- Risk management

- Tax minimization strategies

- Estate conservation

- Special care and elder care planning

- Career Specific Planning

- Philanthropic planning