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Director of Financial Planning & Advanced Planning

WilmerHale

First Command is seeking a Director of Financial Planning to drive the strategy, development and delivery of the firm’s planning capabilities across the enterprise. You will lead a senior team, align with field operations and partners, and shape advanced planning offerings for high-net-worth clients. You will need 10+ years in financial services with a focus on personal planning, 5+ years in leadership, and relevant credentials like CFP/ChFC and FINRA licenses. #J-18808-Ljbffr WilmerHale

Vacancy posted 4 days ago
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