Assistant Director of Financial Planning

Apex Systems

Assistant Director of Financial Planning leading a team at MyComputerCareer. Mentoring Financial Planners and ensuring targets are met in a remote environment.

Posted 7/1/2026full-timeRemote • Alabama, Arizona, Florida, Idaho, Kentucky, Louisiana, Mississippi, Missouri, Montana, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin • 🇺🇸 United StatesLead💰 $65,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mentoring and training Financial Counselors and Financial Planners while ensuring compliance with industry standards. Proven ability to manage performance metrics and provide constructive feedback to enhance team effectiveness.

Highest-signal resume keywords

Mentoring Financial CounselorsTraining Financial PlannersCompliance Standards ManagementTeam Management ExperienceSalesforce CRM Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial CounselingFinancial PlanningPerformance Metrics ManagementQuality Assurance AssessmentsResults Demonstration

Soft Skills

CoachingFeedback ProvisionCommunication

Tools & Technologies

Salesforce CRM

Industry Keywords

Financial Aid ExperienceTeam DevelopmentCompliance Standards

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Healthcare benefits
Paid time off
Flexible working hours
Professional development opportunities