The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:
- Retirement Income Planning Strategies- Retirement income sources and income taxation
- IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules
- Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources
- Social Security and Medicare Planning
- Military and Federal Employee Benefits- Retirement planning and survivorship considerations
- Long-term care planning and strategies
- Survivorship and Estate Planning
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
Human Resources Request Form. The EEOC "Know Your Rights" Poster is available
here.
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- Their degree is in Financial Planning, Finance or Business Related
- RICP (Retirement Income Certified Professional) and EA (Enrolled Agent) designations
- Sales and Client Meeting Experience
- Understanding of military pay and benefits
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.