Senior Financial Plan Review Consultant

Elevate your career as a Senior Financial Plan Review Consultant, focusing on plan accuracy and providing actionable insights. Collab with Financial Advisors to enhance client services and performance.

This role requires over three years of experience in financial planning, including a Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation. You will conduct detailed reviews of complex financial plans, deliver constructive feedback, and identify opportunities to improve planning processes and tools.

Key Responsibilities:

• Ensure quality and accuracy of financial plans

• Conduct comprehensive reviews of complex financial documents

• Provide recommendations to Financial Advisors and their Leaders

• Identify gaps in the planning process

• Contribute to tool and training material development

Requirements:

• Minimum of three years in financial planning

• Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation

• In-depth knowledge of financial planning methodologies

• Expertise in Defined Benefit and Defined Contribution plans

• Strong interpersonal and analytical skills

Apply your expertise in financial planning to enhance operational effectiveness and support clients effectively.
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