Advanced Planning Expert ‑Net‑Worth Clients
Job in
Des Moines, Polk County, Iowa, 50319, USA
Listed on 2026-01-07
Listing for:
Guardian Life
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading insurance company seeks an Advanced Planning Consultant to provide superior case consultations for high net worth clients. This role involves preparing business valuations, analyzing financial statements, and designing advanced planning strategies. Candidates must possess a JD law degree, and CPA or CFP designations are preferred. Strong analytical and communication skills are crucial for success in this position. Salary ranges from $96,960 to $159,300 annually.
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