Advice Consultant

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Thu, May 09, 2024
This job expires in: 21 days

Job Summary

A company is looking for an Advice Services Consultant.

Key Responsibilities:
  • Provide advice and support to financial advisors on planning strategies and product integration
  • Support Distribution stakeholders in advancing planning and strategies in the field
  • Offer subject matter expertise on financial planning concepts and tools to internal and external stakeholders

Required Qualifications:
  • Bachelor's degree in business, Economics, or similar field
  • 10+ years of Financial Services experience
  • 5+ years of operational experience in a matrixed, cross-functional environment
  • Deep subject matter expertise in financial planning and the advisory working model
  • FINRA Series 7, 63/65 or 66 required or obtained within 90 days of hire

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