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Advanced Planning Expert ‑Net‑Worth Clients
Job in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-01-03
Listing for:
Guardian Life
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading insurance company in Santa Fe is seeking an Advanced Planning Consultant to support high-income clients through expert planning strategies. The ideal candidate will have a Juris Doctor degree, advanced financial knowledge, and skills in analysis and communication. This position offers a competitive salary and the opportunity to collaborate closely with financial representatives to drive sales and enhance client relationships.
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