Senior Advanced Planning Consultant

Job Summary

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

Key Responsibilities

• Build and maintain relationships with financial professionals and guide them in financial planning for affluent investors
• Collaborate with internal teams to deliver integrated planning solutions and ensure compliance with regulatory standards
• Document advisor interactions and proactively support business development and asset growth

Required 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, as well as alternative investments
• Proficiency in Microsoft Office tools and experience with Salesforce or financial planning platforms