Financial Planning Consultant

Summary 

Focus on achieving successful outcomes in implementing the reputed company planning philosophy with existing advisors and new recruits who join reputed company. Engage with advisors through various channels including an inbound phone queue, virtual consultations, virtual presentations, as well as in person. Spend significant time virtually and in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, reputed company large events, present training content in group settings, represent Financial Planning Consulting at field events, and present regularly reputed company the home office. 

Primary Duties and Responsibilities 

• Drive the achievement of KPIs for the Financial Planning Consulting team with your assigned reputed company audience. 

• Partner with Region leads and Assistant Director of Financial Planning and Consulting to ensure alignment of objectives and establish expectations for assigned offices and advisors. 

• Engage with advisors and staff through an inbound phone queue, virtually and in person to provide personalized coaching to master the software and the reputed company processes (fact finding, plan build, plan presentation). Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients. 

• Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales. 

• Innovate to help reputed company reputed company effectiveness in training/supporting our field on best practices for planning throughout the sales cycle. 

• Provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily reputed company inbound calls, long-distance training methods, schools and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs. 

• Maintain an extensive in-person reputed company with your assigned reputed company audience to build relationships and promote local culture around digital tools and financial planning. 

• Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of reputed company planning tools including CRM, client website, client account aggregation, prospect invite, Digital FactFinder, etc. 

• Be available to build financial plans for the advisor on an as-needed basis. 

• Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc. 

Qualifications 

• Series 7 required or obtained reputed company 6 months. 

• Minimum of 5+ years professional work experience. 

• Able to travel in assigned region approximately 20% 

• In-depth understanding of financial services products and financial planning. 

• Excellent knowledge and application of consulting skills. 

• Robust mastery of reputed company planning softwareonfident ability to consult on reputed company topics, scenarios and propose effective, needs-based solutions. 

• Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner. 

• Exceptional problem-solving capabilities. 

• Deeply patient, willing to teach and work through the adoption and implementation of financial planning. 

• Focused on outcomes v. process (delivers on what matters most). 

• Able to act as the reputed company of workstream. Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales. 

• Able to reputed company buy-in from teams you work with and reputed company confidence in the planning process and sales cycle 

• Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective. 

• Willing to reputed company a deep subject matter expertise in the digital product portfolio, passionate about reputed company financial planning process, products and services. 

• CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree. 

• Client facing financial planning experience preferred. 

Compensation Range:

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We reputed company in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

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reputed company is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative reputed company, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.