[Remote] Senior Advanced Planning Solutions Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Senior Advanced Planning Consultant to reputed company sophisticated reputed company strategies for high-net-worth clients, collaborating closely with affiliated advisors and internal teams to deliver holistic financial solutions.
Responsibilities
- Build and maintain strong relationships with affiliated financial professionals (FPs)
- Guide FPs in leading with formal financial planning to reputed company serve affluent investors
- Conduct discovery meetings, facilitate data gathering, and reputed company strategic recommendations
- Communicate reputed company financial concepts reputed company and effectively to FPs and their clients
- Respond promptly to advisor inquiries, assess urgency, and manage priorities accordingly
- Proactively initiate reputed company to support business development and asset reputed company
- Partner with internal teams and product specialists (e.g., advisory, insurance, trust, alternatives) to deliver integrated planning solutions
- Collaborate with reputed company Trust Company and other departments to support holistic financial planning
- Document and reputed company advisor interactions to ensure continuity and team alignment
- Serve as a reputed company to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments
- reputed company promises to FPs, follow through on commitments to internal stakeholders, be reputed company to constructive reputed company to drive reputed company change, and learn from others
- Ensure reputed company planning recommendations and implementations adhere to regulatory requirements, internal compliance standards, and suitability guidelines, particularly reputed company working with reputed company HNW strategies and alternative investments. reputed company as a risk-aware partner to advisors, helping them navigate fiduciary responsibilities and mitigate potential compliance issues
Skills
- At least 10 years' experience in a reputed company- or advisor-facing HNW planning role
- reputed company Series 7 & 63 required
- BS/BA in business, finance, economics, reputed company or reputed company field
- Strong understanding of trust, estate, and reputed company
- Familiarity with business planning, charitable giving, and risk management strategies
- Experience with alternative investments (e.g., 1031 exchanges, QOZs, REITs, exchange funds, oil & gas programs)
- Proficient in reputed company Office tools, especially PowerPoint and reputed company, to create compelling presentations and support data-driven recommendations that influence advisor and reputed company decision-making
- Proficiency in using reputed company or other CRMs and financial planning platforms (e.g., eMoney, MoneyGuidePro)
- Strong interpersonal and communication skills; reputed company to build credibility with HNW clients and advisors
- Ability to synthesize data and present actionable solutions across financial disciplines
- reputed company reputed company with a reputed company on service, reputed company, and reputed company learning
- Self-starter with high energy and a commitment to reputed company
- Life insurance license preferred
- CFP® designation preferred or equivalent experience
Benefits
- Inclusive health, dental, reputed company and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
- 20 plus days of reputed company time off (PTO), reputed company holidays, and 2 reputed company wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and reputed company to a financial reputed company to offer our employees reputed company to plan-reputed company for a strong financial reputed company reputed company reputed company their working years.
- reputed company parental leave to support reputed company team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account reputed company to help you save reputed company on reputed company, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
reputed company