Group Director

What you’d do

Lead a financial advisor team's client service operations, overseeing support professionals and helping cultivate client relationships. Prepare client reports and financial plans, join client meetings, and improve practice efficiency. Full time. Found on the employer's careers page on Oct 13, 2026. Apply through the link.

You’ll need

• 10+ years of relevant work experience
• Advanced degree or professional certification
• Active Series 7 and Series 66, or Series 63 and Series 65
• Willingness to obtain additional licenses or designations