Advanced Planning Consultant
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
The position involves developing and maintaining expert knowledge of financial planning concepts, including retirement income planning strategies, IRA and Qualified Retirement Plan features, tax-efficient income generation, Social Security and Medicare planning, military and federal employee benefits, long-term care planning, and estate planning. The role requires identifying and modeling potential product solutions to enhance client outcomes, coordinating case preparation for client meetings, and maintaining an expert understanding of financial software tools. Staying current with industry developments and regulatory updates is essential, as is leading efforts to assess impacts and communicate changes to stakeholders. The position may require 25% travel annually based on business needs.
