Powell Enterprises is seeking a Head of Financial Planning / Financial Adviser to run the Financial Planning division with autonomy. You will leverage the firm’s client base, brand, and network while leading the financial planning operation and developing a robust advisory book.
The role emphasizes independence, compliance, client service processes, and strategic growth of the division within an established accounting firm.
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📌 Strategic Leader, Autonomous Financial Planning Central Coast
🏢 Powell enterprises
📍 Central Coast
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