Top Strategic Planning Executive develops and recommends the organization's strategic and long-range goals based on analysis and studies of business conditions. Ensures the best use of the organization's resources for the establishment of key objectives and mission realization, considering organization's strengths, weaknesses, capacity, and products. Being a Top Strategic Planning Executive monitors and evaluates results of existing plans to ensure growth and profitability and makes adjustments as necessary. Keeps leadership abreast of changes in the industry or sector and impact of events on the business climate and incorporates relevant trend data into all plans. Additionally, Top Strategic Planning Executive requires a bachelor's degree. Typically reports to top management. The Top Strategic Planning Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.
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REQUIRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS