Powell Enterprises is seeking a Head of Financial Planning to lead the division within our established accounting firm. You will drive strategy, grow the client base, and run the financial planning operation with autonomy while leveraging our brand, network and infrastructure.
Responsibilities include managing and advising clients, developing relationships with Powell clients, turning referrals into long-term advice, establishing compliant client-service processes, shaping the division's
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📌 Autonomous Financial Planning Director (Central Coast)
🏢 Powell enterprises
📍 Central Coast
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