Senior Financial Planning Consultant

Job Summary

A company is looking for a Senior Financial Planning Consultant to enhance financial planning practices among advisors and institutions.

Key Responsibilities:

• Provide consulting on financial planning practice management and business model optimization
• Develop and implement comprehensive financial plans tailored to client needs
• Educate advisors on various financial planning opportunities and deliver training sessions

Required Qualifications:

• Bachelor's degree required
• 5+ years of experience in financial services, focusing on financial planning or advisor consulting
• Proficiency in financial planning software (e.g., eMoney preferred)
• Experience in delivering education or consulting in a financial planning context
• FINRA Series 7 and 63/65 or 66 preferred; CFP certification strongly preferred or in progress