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.
- Experience supporting financial advisors with plan construction and analysis.
- Hands-on experience with financial planning software; eMoney preferred.
- Experience working within RIA and/or broker-dealer environments.
- Strong understanding of life insurance solutions and how they fit within a financial plan
- Strong consultative and relationship-building skills.
- Highly organized with the ability to manage multiple advisor engagements.
- Professional, proactive, and solution-oriented mindset.
- Ability to translate complex planning concepts into actionable guidance.
Benefits
- 401k Matching
- Retirement Plan
- Generous Paid Time Off
- Tuition Reimbursement
Follow us on social media