AVP, Financial Planning Experience
Core
AVP leading the National Planning Institute to enable financial advisors to engage in financial planning by championing team value, driving adoption, and connecting advisors to resources.
Role type
Senior leadership IC (Financial Planning Experience)
Builds
Advisor-centric planning experience, standards, frameworks, and tools for HNW/UHNW clients
Domain
Wealth Management / Financial Planning
Deliverable
product features
Required skills
Financial planning principles, cross-functional collaboration, strategic thinking, problem-solving, analytical skills, presentation skills, facilitation
Preferred skills
Client-centric financial planning philosophies, executive-level communication, advisor-focused perspective
Technologies
Planning tools, templates, technology solutions
Responsibilities
Design and maintain financial planning standards and frameworks; Partner on development of HNW and UHNW products and services; Monitor industry trends and regulatory changes; Support pilot programs and planning innovation initiatives; Act as liaison between advisors, planning teams, and technology partners; Ensure consistent, high-quality planning outcomes; Lead or support training programs and workshops
Seniority
Senior, hands-on IC with leadership scope
