FINRA Licensed Case Design Specialist

Job Summary

A company is looking for a Center of Excellence Case Design Specialist.

Key Responsibilities

• Partner with advisors and field leaders to co-develop and advance complex financial planning cases
• Improve case velocity, quality, and close rates through structured financial planning support
• Leverage AI tools to enhance case design and support scalable delivery of financial planning

Required Qualifications

• CFP designation strongly preferred (or progress toward certification)
• ChFC or equivalent advanced planning designation
• Proven experience in financial planning, case design, or advanced sales support
• Valid Securities Licenses
• Experience leveraging AI tools to enhance analysis and workflow efficiency