Our client, a fast-growing RIA, is seeking a Director of Education & Financial Planning

ONLY COLORADO RESIDENTS CONSIDERED***MUST HAVE STRONG ANNUITIES KNOWLEDGE

Responsibilities:

• Train Financial Advisors
• Coach and Mentor
• Create Processes including instructional materials
• Create/Conduct Workshops
• Support upper management in team leadership
• 25% travel

Minimum Requirements:

• Minimum 5 years experience in financial services
• Strong Annuities background A MUST
• Series 65 licensed or 7 and 66 combined
• Financial Planning Systems and Software experience