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22 Days AgoSaved
In-Office or Remote
6 Locations
74K-124K Annually
Senior level
74K-124K Annually
Senior level
Fintech
The Senior Financial Planner provides comprehensive financial planning support to advisors, develops financial plans, and educates on financial planning strategies, while ensuring advisor satisfaction and collaboration.
Top Skills: EmoneyMS OfficeMoneyguideRightcapital
22 Days AgoSaved
In-Office or Remote
5 Locations
82K-136K Annually
Senior level
82K-136K Annually
Senior level
Fintech
The Senior Regional Supervisory Principal oversees HOS advisors and OSJ managers, ensuring compliance with regulations, conducting investigations, and promoting effective supervisory practices.
Top Skills: Microsoft AccessExcelMicrosoft PowerpointMicrosoft SharepointMicrosoft VisioMicrosoft Word
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