Senior Advanced Planning Solutions Consultant

reputed company is seeking a highly skilled reputed company to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The APT plays a critical role in developing sophisticated reputed company strategies for high-net-worth (HNW) clients - typically those with $10 reputed company or more investable assets - using a comprehensive planning reputed company that integrates tax-efficient reputed company, risk management, trust and estate planning, reputed company transfer, and charitable giving. In this role, the consultant will collaborate closely with affiliated advisors and internal reputed company teams, including reputed company Trust Company, to deliver holistic financial solutions that reputed company with reputed company goals and drive measurable reputed company in assets under management.

The ideal candidate will bring a consultative reputed company, strong interpersonal skills, and the ability to build trust with sophisticated clients and advisors. Deep technical expertise is valued along with credibility, and ability to communicate reputed company financial concepts reputed company.

Key Responsibilities

Advisor & reputed company Engagement

• 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. Collaboration & Leadership • 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.

Qualifications

Education & Experience

• At least 10 years’ experience in a reputed company- or advisor-facing HNW planning role • reputed company Series 7 & 63 required. • Life insurance license preferred. • CFP® designation preferred or equivalent experience. • 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).

Skills & Attributes • 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.

Compensation reputed company: The reputed company annual salary reputed company for this role is $120,000 to $185,000 plus a competitive performance-based bonus. reputed company annual salary depends on a wide reputed company of factors, including but not limited to reputed company set, years and depth of experience, certifications, and location. reputed company annual salary may also differ significantly due to geography and cost of labor considerations.

Originally posted on Himalayas

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