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Remote Senior Advanced Planning Consultant

Job is Expired
Location: Nationwide
Compensation: To Be Discussed
Staff Reviewed: Tue, Jan 11, 2022
Job Category: Information Technology
Employer Type: Employer
Career Level: Experienced
Education Level: Bachelors

Job Summary

A financial services and solutions company has an open position for a Remote Senior Advanced Planning Consultant.

Individual must be able to fulfill the following responsibilities:

  • Act as the point of contact for field advisors and staff seeking technical support
  • Act as a subject matter expert in design and debrief meetings
  • Coach advisors on all stages of the operations cycle

Must meet the following requirements for consideration:

  • 4 Year/Bachelor's degree or equivalent work experience (4 years)
  • 5 7+ Years financial planning experience in the insurance or investment industry
  • Series License-7 -Upon Hire
  • Ability to perform under stress in cases of emergency, critical or hazardous situations
  • Strong technical skills in financial/investment planning
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

COMPLETE JOB DESCRIPTION

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