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Head of Financial Planning Operations
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-01-14
Listing for:
Valmark Financial Group
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Manager, Wealth Management -
Management
Financial Manager, Wealth Management
Job Description & How to Apply Below
A leading financial services firm based in Houston is seeking a Financial Planning Operations Director to oversee daily operations, lead a team of professionals, and ensure compliance with regulatory standards. This role requires a Bachelor's degree, CFP® certification, and a minimum of 5 years' experience in financial planning or wealth management. The ideal candidate will demonstrate strong leadership skills, a deep understanding of financial planning, and exceptional communication abilities.
Competitive compensation of $100,000 per year offered.
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