The Financial Planning Consultant serves as a strategic partner to Member Firms by providing consultative financial planning support that enables advisors to deepen client relationships and uncover actionable growth opportunities.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or similar field preferred
- CFP or CWS designation preferred or actively pursuing
- Minimum of 5 years’ experience in financial planning, paraplanning, or advisor-facing consulting roles
Benefits
- Retirement Plan
- 401k Matching
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