About this role
Director of Financial Planning, Ascend & Regis at Mercer Advisors. Location: United States. Role: Lead planning, Mentor planners, Develop playbook Requirements: CFP designation required; 10+ years in financial services; bachelor's degree; strong leadership, public speaking, and UHNW planning experience. Category: Finance and Accounting Seniority: Senior Level Tools: MS Excel, MS Word, Outlook, PowerPoint Certifications: cfp Commitment: Full Time Workplace: Remote Languages: English