CFP Senior Financial Consultant

Job Summary

A company is looking for a Senior Financial Planning Consultant.

Key Responsibilities

• Handle inbound calls and emails from financial advisors, providing guidance on financial planning concepts
• Research complex planning questions and follow up with advisors to share findings
• Connect advisors with appropriate partners for additional support and resources

Required Qualifications

• CFP designation
• 5+ years of experience in the financial services industry, particularly in financial planning
• Strong understanding of financial planning concepts
• Proficiency in Microsoft Office tools (Outlook, Word, Excel, PowerPoint)
• Familiarity with financial planning software such as eMoney, MoneyGuide, or RightCapital is a plus