As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs.

The Expertise We're Looking For
•FINRA Series 7 & 63 required prior to hire
•Series 65 and/or 66 and insurance licenses within 90 days of hire
•Minimum 2 years of financial services or relevant experience
•Attainment of CFP® Certification is highly encouraged

The Skills You Bring
•Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
•Ability to profile to understand planning needs and identify appropriate solutions
•You have a vested interest in building relationships and being an advocate for clients
•You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
•Comfort making outbound calls to further educate clients and uncover opportunities