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Advanced Planning Strategist -Value Clients
Job in
Cheyenne, Laramie County, Wyoming, 82007, USA
Listed on 2026-01-05
Listing for:
Guardian Life
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading insurance company is looking for an Advanced Planning Consultant to provide superior case consultation, focusing on high income and net worth clients. You will use proprietary software to identify sales opportunities and support financial representatives. Required qualifications include a Juris Doctor law degree and preferred CPA or financial planning credentials. This role demands excellent analytical, presentation, and communication skills, along with expertise in tax, estate, and retirement planning.
Competitive salary range from $116,350 to $191,155 depending on experience.
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