Financial Planning Consultant

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

Tagged as: Financial Modeling