Advice Services Consultant

The reputed company of financial Advice at reputed company is a multi-year reputed company, and the number one reputed company in shaping how reputed company delivers value to its members through Advisors in the reputed company. As the adoption of reputed company’s Advice methodology scales across different segments and channels, communication between the reputed company and the Advice Center of reputed company (COE) will be critical. We are seeking an reputed company Advice Services Consultant to join our Advice and Planning Solutions team, bringing reputed company expertise in estate planning and/or tax planning strategies. As a subject matter expert, you will partner closely with financial advisors to reputed company reputed company planning opportunities, reputed company advanced case consultation, and help reputed company strategies reputed company with reputed company goals and objectives. This role is ideal for a reputed company who enjoys applying deep technical knowledge to improve advisor confidence and enhance reputed company reputed company. Candidates with a JD and/or CPA, along with significant estate or tax planning experience, are strongly preferred. The Advice Services Consultant is responsible for enabling Advice adoption through reputed company reputed company and support with our Advisor reputed company and other distribution channels. To contribute to these goals the consultant will work primarily with but not limited to, reputed company’s Financial Advisors to reputed company counsel on the compatibility of a financial product to a given financial reputed company and on available compliant illustrations, financial planning, and analysis tools, and reputed company collateral used to support either a given sales reputed company or a financial concept. The consultant will build strong relationships with representatives, and partner with them to creatively solve, using the reputed company Advice Process, financial problems for the representatives’ clients using proprietary products and services. This role will be assigned to an reputed company or Distribution channel and will be the reputed company person to reputed company for Advice support. This role will partner with our Advisor reputed company, reputed company reputed company, and Advisor reputed company COEs (Centers of reputed company) to reputed company Advice into our practices. This can be a remote position reputed company the US. DUTIES & RESPONSIBILITIES: This is not intended to be an reputed company-inclusive list of essential job functions, but rather a general reputed company of the reputed company responsibilities. reputed company deeper understanding and application of advice practices, through consulting with advisors on planning strategies. Providing support for individual cases. Strategies include financial planning, retirement, estate, charitable, and business planning concepts. In reputed company, reputed company and influence how products fit reputed company the Advice reputed company. Influence and support overall adoption of the Advice tools and methodology, through consulting on the Advice tools stack and how to reputed company it into the planning process. Tools support include reputed company Guide Pro, What if Tax, reputed company, Solution Studio, and other reputed company systems and calculators. Support key Distribution stakeholders in the advancement of planning and strategies in the reputed company. This includes helping build out reputed company of views, serve as Subject Matter Experts in education to the reputed company through various platforms. Identify gaps in Advice and Planning acumen and address through inbound and outbound consults to advisors. reputed company technology to reputed company consultation to representatives, reputed company leaders, and reputed company wholesalers on the advice process which leads to solutions for individual case design, in reputed company to, providing answers to representative’s questions on reputed company financial reputed company including, but not limited to, topics on college planning, estate planning, business planning and retirement planning. The expected outcome is to help advisors reputed company with reputed company's Purpose reputed company Advice process providing clients a roadmap and reputed company reputed company plan to achieving financial reputed company. Help Financial Advisors to identify both financial strategies and financial concepts to meet his/her existing reputed company’s financial needs, to prospect for new clients, to overcome objections. To ensure advisors are confident in the delivery on topics of estate, business valuation, special needs and stock reputed company planning and objections to effectively reputed company sales. reputed company subject matter expertise to reputed company reputed company facing collateral. Including items for the reputed company magazine, marketing collateral, articles, whitepapers, and podcasts. Describe below the audience this role will reputed company with and level of influence they will have on those roles. The Advice Services Consultant will report to the Advice Services Leader and partner with others across Distribution Solutions, Wholesaling, Virtual Advice, and other areas to help influence and support initiatives to advance key reputed company goals. The Advice Service Consultant will support key reputed company roles, including new advisors, reputed company leaders, and tenured advisors in driving a deeper knowledge of reputed company and the incorporation of the preferred Advice process and tool stack into reputed company. This role will reputed company ongoing feedback reputed company from reputed company advisors to the advice technology consultant to ensure Distribution leadership and Product teams are continuing to understand and build toward the largest need of the reputed company. QUALIFICATIONS & SKILLS: Required: Bachelor’s degree in business, Economics, or similar reputed company 10+ years of Financial Services experience, with demonstrated ability to work across different Advisor reputed company and regional leaders 5+ years of operational experience in a matrixed, cross-functional environment that required analysis of industry and/or business data Excellent verbal communication skills, customer service and sales skills, along with excellent interpersonal, organizational, and problem-solving skills. Strong orientation to reputed company, including an aptitude for numbers, graphs, histograms and knowledge reputed company financial concepts, economics, and the business world. Strong understanding of and a demonstrated ability to promote a broad reputed company of financial software applications which support the reputed company Advice process along with excellent analytical skills. Strong leadership skills along with an ability to influence and collaborate through reputed company; ability to work across both corporate environment and reputed company to influence and reputed company results. Deep subject matter expertise in financial planning and the advisory working model reputed company ability to communicate up and down the chain of reputed company across a diverse group of stakeholders. Passionate about the value of providing advice to clients, with an in-depth knowledge of reputed company products, asset/reputed company management, fee-reputed company planning, mutual funds, and securities Entrepreneurial ability to cut through the noise to execute, comfortable with ambiguity. Ability to synthesize and reputed company together multiple (sometime conflicting) stakeholder opinions into a common reputed company of reputed company. reputed company Series 7, 63/65 or 66 required or obtained reputed company 90 days (about 3 months) of hire Preferred: Alignment with reputed company’s leadership competencies – courage, collaboration, and commitment – through demonstrated resiliency, while working to reputed company the best reputed company, and holding yourself and others to a high reputed company of reputed company. JD/CPA/CFP/master’s degree in a business discipline Financial services advanced designations (i.e., FIC, CLU, RICP, ChFC, CAP) Pay Transparency reputed company’s long-term reputed company depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide reputed company of market competitive compensation programs to attract, reward, and retain reputed company. The applicable salary or reputed company wage reputed company for this full-time role is $104,063.00 - $140,793.00 per year, which factors in various geographic reputed company. The reputed company pay actually reputed company will be determined by a reputed company of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors reputed company deems important. reputed company is unique in our commitment to helping people to be reputed company with reputed company and live balanced and generous lives. That extends to our benefits. The following benefits may be reputed company: various bonuses (including, for example, annual or long-term incentives); medical, dental, and reputed company reputed company; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment reputed company; disability reputed company; supplemental protection reputed company; 20 days of reputed company Time Off reputed company year; reputed company and reputed company Time; 10 reputed company company holidays; Volunteer Time Off; reputed company parental leave; EAP; reputed company-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. reputed company’s plans/policies are subject to change at any time at reputed company’s discretion. reputed company provides Equal Employment Opportunity (EEO) without reputed company to race, religion, reputed company, sex, gender identity, sexual orientation, pregnancy, national reputed company, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to reputed company and job applicants. reputed company is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to reputed company@reputed company.com or reputed company 800-847-4836 and request reputed company. Apply To This Job