Advanced Planning Consultant

Description

· Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning strategies with an understanding of the complex relationship between retirement income sources and income taxation. o IRA and Qualified Retirement Plan features benefits, distribution options and taxation rules. o Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments, and other sources. o Fundamental principles of Social Security and Medicare planning o Military and Federal employee benefits relating to retirement planning and survivorship considerations. o Long-term care planning and strategies o Survivorship and Estate Planning · Identify and model potential product solutions to implement strategies which enhance client outcomes and as they work toward successful achievement of their goals. · Coordinate Case Prep for client meeting with Advisor · Maintain expert understanding of all financial software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to enhance quality control measures to achieve the standards for Plan Quality. · Stay current with industry developments, legislative and regulatory updates, and tax code changes which impact retirement planning. Lead the effort to assess impacts, communicate to stakeholders, and update planning parameters accordingly. · May include 25% travel annually based upon business needs. generalist, pull from ace or salesforce what plans that come in, follow the process, how do we solve a plan and review a plan, how do we communicate, investment management team, sales, manage, client facing calls, need them to be resourceful and self-starters

Skills

CFP Certification, Sales Experience, Salesforce Experience, MoneyGuide Pro, Client Facing, Financial Services, Strong Financial Planner, Emotional Intelligence, Good Communication, Financial Support

Top Skills Details

CFP Certification,Sales Experience,Salesforce Experience,MoneyGuide Pro,Client Facing,Financial Services

Additional Skills & Qualifications

CFP Certification MoneyGuide Pro Efficient Bachelors Degree - Financial Planning (highly preferred) Investment Management Experience

Experience Level

Expert Level