CFP Financial Planning Consultant

Job Summary

A company is looking for an Assistant Vice President, Financial Planning Practice Management Consultant.

Key Responsibilities

• Consult with financial advisors on financial planning to enhance adoption and efficiency
• Implement a disciplined outreach strategy to promote financial planning awareness
• Provide onboarding support and collaborate with internal business partners

Required Qualifications

• 5+ years of experience in personal financial counseling within a professional services or financial planning environment
• 5+ years in a related sales or consulting role
• CFP certification required
• Strong knowledge of financial planning software, particularly eMoney
• Securities licenses 7, 63, 65, 66 preferred