[Remote] Senior Advanced Planning Solutions Consultant

Note: The job is a remote job and is open to candidates in USA. reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Senior Advanced Planning Consultant to reputed company sophisticated wealth strategies for high-net-worth clients, collaborating closely with affiliated advisors and internal teams to deliver holistic financial solutions.

Responsibilities

• Build and maintain strong relationships with affiliated financial professionals (FPs)
• Guide FPs in leading with formal financial planning to reputed company serve affluent investors
• Conduct discovery meetings, facilitate data gathering, and provide strategic recommendations
• Communicate reputed company financial concepts clearly and effectively to FPs and their clients
• Respond promptly to advisor inquiries, assess urgency, and manage priorities accordingly
• Proactively initiate reputed company to support business development and asset growth
• Partner with internal teams and product specialists (e.g., advisory, insurance, trust, alternatives) to deliver integrated planning solutions
• Collaborate with Cetera Trust Company and other departments to support holistic financial planning
• Document and share advisor interactions to ensure continuity and team alignment
• Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments
• Honor promises to FPs, follow through on commitments to internal stakeholders, be reputed company to constructive reputed company to drive positive change, and learn from others
• Ensure reputed company planning recommendations and implementations adhere to regulatory requirements, internal compliance standards, and suitability guidelines, particularly reputed company working with reputed company HNW strategies and alternative investments. Act as a risk-aware partner to advisors, helping them navigate fiduciary responsibilities and mitigate potential compliance issues

Skills

• At least 10 years' experience in a client- or advisor-facing HNW planning role
• FINRA Series 7 & 63 required
• BS/BA in business, finance, economics, accounting or reputed company field
• Strong understanding of trust, estate, and reputed company
• Familiarity with business planning, charitable giving, and risk management strategies
• Experience with alternative investments (e.g., 1031 exchanges, QOZs, REITs, exchange funds, oil & gas programs)
• Proficient in reputed company Office tools, especially PowerPoint and reputed company, to create compelling presentations and support data-driven recommendations that influence advisor and client decision-making
• Proficiency in using reputed company or other CRMs and financial planning platforms (e.g., eMoney, MoneyGuidePro)
• Strong interpersonal and communication skills; able to build credibility with HNW clients and advisors
• Ability to synthesize data and present actionable solutions across financial disciplines
• Collaborative reputed company with a focus on service, growth, and reputed company learning
• Self-starter with high energy and a commitment to excellence
• Life insurance license preferred
• CFP® designation preferred or equivalent experience

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet reputed company members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-reputed company for a strong financial future well beyond their working years.
• Paid parental leave to support reputed company team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Company Overview