CIR

• work under the direction of the Managing Director to prepare financial plans • coordinate the workflow through the creation and maintenance of systems • assist in the daily function and activities with financial professional offices • serve as a knowledge leader using financial planning expertise • continually keep up with financial planning trends and identify relevant opportunities • manage the documentation of processes and procedures • professionally interact with financial professionals and their staff • assist with the promotion of Spire Outsourcing’s services • build and maintain relationships with CFP Board registered degree programs