Financial Planning Specialist

Job Summary

To elevate the technical planning acumen of our advisor community, the full-time hybrid Financial Planning Specialist will translate client goals into actionable planning strategies, integrating protection, income, and accumulation concepts into cohesive recommendations.

Key responsibilities

• Translate advisor-submitted client data into structured planning proposals addressing various client objectives
• Design clear, modular planning recommendations that connect asset management, annuities, and life insurance to broader financial plans
• Guide advisors through technical questions related to planning logic, case design, and suitability considerations

Required qualifications

• Deep knowledge of insurance products, especially annuities
• 1-2 years of experience in financial planning or paraplanning
• Ability to independently translate ideas into actionable plans
• Customer-centric approach with a focus on creating exceptional experiences
• Strong problem-solving skills to navigate challenges in a startup environment