Assistant Director of Financial Planning

Job not on LinkedIn

🔥 0 minutes ago

🏈 Alabama, Arizona, +18 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🎰 Nevada – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🚗 Michigan – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

💵 $65k - $70k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Apex Systems

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1995

🤖 Artificial Intelligence

🔒 Cybersecurity

Artificial Intelligence • Cybersecurity • Cloud and Infrastructure

Apex Systems is a leading technology services company specializing in a wide range of IT solutions, including artificial intelligence, application development and modernization, cloud and infrastructure services, cybersecurity, and managed services. The company focuses on enhancing customer experience and providing strategic transformation to various industries such as banking, retail, and healthcare. Apex Systems collaborates with major technology partners like AWS, Google Cloud, and Microsoft to deliver innovative solutions and meet the evolving needs of its clients.

📋 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 meet 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

• Healthcare benefits • Paid time off • Flexible working hours • Professional development opportunities