Senior Advanced Planning Consultant

Job Summary

A company is looking for a Senior Advanced Planning Solutions Consultant.

Key Responsibilities

• Build and maintain relationships with affiliated financial professionals and guide them in financial planning
• Collaborate with internal teams to deliver integrated planning solutions and ensure compliance with regulatory standards
• Conduct discovery meetings, provide strategic recommendations, and support business development initiatives

Qualifications

• At least 10 years of experience in a client- or advisor-facing high-net-worth planning role
• FINRA Series 7 & 63 required; life insurance license and CFP designation preferred
• BS/BA in business, finance, economics, accounting, or related field
• Strong understanding of trust, estate, and legacy planning along with familiarity with alternative investments
• Proficient in Microsoft Office tools and financial planning platforms