Advanced Planning Consultant

Advanced Planning Consultant

Required

Skills & Experience:

Bachelor's Degree Required

• 5 Years of Relevant Financial Industry Experience
• Certifications:
  
  CFP, ChFC, CPA-PFS, JD A
• Deep knowledge of financial planning processes, tools, concepts and strategies:
• Tools: CRM (Salesforce) & Tax Review Software
• Presentation
  
  Skills:
  
  Client Meetings, Internal Trainings and Seminars

Nice to Have

Skills & Experience:

Their degree is in Financial Planning, Finance or Business Related

• RICP (Retirement Income Certified Professional) and EA (Enrolled Agent) designations
• Sales and Client Meeting Experience
• Understanding of military pay and benefits

Job Description:

The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products.

This candidate will need expert knowledge of financial planning concepts:

• Retirement Income Planning Strategies
  - Retirement income sources and income taxation
• IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules
• Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources
• Social Security and Medicare Planning
• Military and Federal Employee Benefits
  - Retirement planning and survivorship considerations
• Long-term care planning and strategies
• Survivorship and Estate Planning