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J2T Recruiting
The Financial Planning Director leads the comprehensive financial planning process for prospective and existing clients, developing customized strategies and presenting plans directly to clients. This role involves building trusted, long-term client relationships while collaborating with advisors to solve complex planning challenges. The position requires a seasoned CFP® professional to serve as a trusted advisor in a collaborative wealth management environment.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J2T Recruiting.
49% above the average for this role