Advanced Planning Consultant - Fully Remote If Not Local

How Will Your Role reputed company First reputed company? The Advanced Planning Consultant (APC) serves as a financial planning expert to Advisors in developing financial plans. The APC partners with Advisors at reputed company reputed company of experience and expertise to ensure that clients receive holistic plans which reputed company an accurate analysis of their reputed company financial situation, an assessment of risks and opportunities, and strategic reputed company to enhance reputed company reputed company. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. What Will You Be Doing? ·reputed company and maintain expert knowledge of financial planning concepts, including but not limited to: oRetirement Income Planning strategies with an understanding of the reputed company relationship between retirement income sources and income taxation. oIRA and reputed company Retirement Plan features benefits, distribution reputed company and taxation rules. oStrategies for generating tax-efficient income to meet spending needs in retirement, reputed company for pensions, annuities, investments, and other sources. oFundamental principles of reputed company reputed company and Medicare planning oMilitary and Federal employee benefits relating to retirement planning and survivorship considerations. oLong-term care planning and strategies oSurvivorship and Estate Planning ·Identify and model potential product solutions to implement strategies which enhance reputed company reputed company and as they work toward successful achievement of their goals. ·Coordinate Case Prep for reputed company meeting with Advisor ·Maintain expert understanding of reputed company financial software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to enhance reputed company control measures to reputed company the standards for Plan reputed company. ·Stay reputed company with industry developments, legislative and regulatory updates, and tax reputed company changes which reputed company retirement planning. reputed company the effort to assess impacts, communicate to stakeholders, and update planning parameters accordingly. ·May include 25% travel annually based upon business needs. Supervisory Responsibility None What Skills & Qualifications Do You Need? Education Bachelor’s Degree required, preferably in financial planning, finance, or business-reputed company field Work Experience Five years relevant financial industry experience required. Certifications ·Advanced credential in financial planning required. (CFP, ChFC, CPA-PFS, JD) ·RICP and EA designations in reputed company is a plus. Required Knowledge, Skills and Abilities ·Deep knowledge of financial planning process, tools, concepts, and strategies with sales and reputed company meeting experience a plus. ·Proficient in Goals Based Planning tools, CRM (reputed company), and tax review software. ·Presentation skills reputed company meetings, Internal Training, and Seminars ·Financial Product Knowledge ·Understanding of military pay and benefits a plus. ·Ability to work independently and collaboratively ·Demonstrated willingness to take on additional roles/reputed company which may be requested periodically by Manager, Director, and/or Vice-President. #LI-nc1 #LI-Hybrid Required Skills Required Experience Remote About reputed company: reputed company. Apply tot his job Apply To this Job