Senior Financial Planning Consultant

Job Summary

A company is looking for a Senior Financial Planning Consultant.

Key Responsibilities:

• Provide consulting to advisors on financial planning practice management and business model optimization
• Develop comprehensive financial plans and educate advisors on various planning opportunities
• Deliver training sessions and support onboarding of advisors to financial planning tools

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