Minnesota Licensed Advice Consultant

Job Summary

To support a growing Advice and Planning Solutions team, the full-time Minnesota Licensed Advice Consultant will provide specialized expertise in estate and tax planning strategies, partnering with financial advisors to enhance client outcomes and navigate complex planning opportunities in a remote capacity.

Key responsibilities

• Consult with advisors on financial planning strategies, providing support for individual cases and educating on product compatibility within the Advice Framework
• Influence the adoption of Advice tools and methodologies, integrating them into the planning process and supporting key distribution stakeholders
• Identify gaps in Advice and Planning acumen, addressing them through consults and leveraging technology to provide solutions for complex financial matters

Required qualifications

• Bachelor's degree in business, Economics, or a related field
• 10+ years of Financial Services experience, with a demonstrated ability to work across different Advisor groups
• 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 to be obtained within 90 days of hire