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Senior Advanced Planning Consultant
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor -
Business
Financial Advisor
Job Description & How to Apply Below
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
Position Requirements
10+ Years
work experience
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