Iowa Licensed Advanced Solutions Director

Job Summary

A company is looking for an Advanced Solutions Director.

Key Responsibilities

• Serve as a trusted advisor providing expert guidance on large and complex cases
• Analyze legislative and regulatory changes impacting planning strategies and communicate insights
• Develop and deliver advanced training and marketing content for professionals

Required Qualifications

• Juris Doctor (JD) and bar admission in at least one state
• 6+ years of relevant experience in tax law, estate planning, and financial services
• Strong understanding of the sales process to support producers
• FINRA Series 6 registration required (or ability to obtain within 18 months)
• Ability to travel 4-6 times per year for company events across the U.S