Assistant Director of Financial Planning

Job Description: • Mentor Financial Counselors and Financial Planners and provide coaching on best practices. • Continually train and develop Financial Planners and Financial Counselors. • Consistently maintain top performance. • Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring. • Ensure that Financial Planners and Financial Counselors are meeting compliance standards. • Manage the queueing system to ensure students are assisted in the proper time frame. • Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning. • Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed. • Misc. duties as assigned by the Sr Director of Financial Planning. Requirements: • Bachelor’s degree or a combination of education and experience. • Some Salesforce CRM experience preferred • 9 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred. • 2 years team management experience preferred. Benefits: • This job offers a family-like culture rooted in Love, Customer First, Excellence, and Ethics. Apply Now Apply Now