Commercial Finance Manager at Prime providing financial analysis and insights to support decision - making. Collaborating with senior stakeholders in a high - growth business environment to drive performance.
About the role
- Regional Director of Planning & Investments driving financial planning engagement and managing KPC financial planning practice priorities. Serving as a solutions consultant and liaison for advisors with client education.
Responsibilities
- Drive financial planning engagement within the mass affluent segment
- Manage key priorities of the financial planning practice
- Serve as in-house solutions consultant helping educate advisors
- Maintain appropriate risk controls and support advice-based sales process
Requirements
- CFP or advanced planning designation required
- Series 65 or 7 required (or must be attained within the first 180 days of employment)
- A minimum of ten years of applicable Planning experience or equivalent
- Undergraduate degree or equivalent experience
- Sales experience
Benefits
- Incentive compensation including production, commission, and/or discretionary incentives
- Flexible options for mobile work environments
- Professional development opportunities
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