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Advanced Planning Consultant
4 months ago
SearchTower is conducting a search for an Advanced Planning Consultant for one of the nation's leading Broker Dealers. The Advanced Planning Consultant is a resource for wealth management strategies, including estate, tax, and charitable planning, social security, executive compensation, business succession, and retirement income planning. The Advanced Planning department provides educational and consultative financial planning strategies to more than 2,000 independent Financial Advisors.
This is a Boston area based firm that is well established and well regarded within the industry. They offer a competitive compensation model, great corporate culture and fantastic opportunities for growth. This is a hybrid position—3 days in the office, with focus on work / life balance as the hours 8AM-5PM are firm and no late nights or weekends.
REQUIREMENTS:
MUST HAVE
CFP OR JD
with strong financial planning experience minimum 4 years of experience.
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