Salary: $81000 – $106000 per Annum
Certified Financial Planner (CFP) Fort Worth, Texas
In the role of Advanced Planning Consultant, you will perform a critical role in providing retirement income planning guidance, creation, and support to Directors of Business Development (DBDs), field advisors, home office advisors, home office principals and quality management. You will develop and maintain knowledge of planning software, military and FEM benefits, and product solutions. Ensure quality control standards of financial plans to meet or exceed compliance with industry requirements. Provide support to field advisors and related to the financial planning process, software, and financial plan analysis of information in the plan creation process. Consult directly with Advisors and Clients on strategies and concepts. You will be the primary subject matter expert (SME) for Retirement Income Planning strategies. Responsible for keeping material current, coordinating changes, and identifying changes that must be incorporated and communicated to the field. Use professional financial planning software to model various strategies and make initial recommendations to advisors. You will also model complex strategies for high-net-worth clients to help maximize long-term tax efficiency. Prepare preliminary forecasts and initial product solutions for advisor’s review and use in client meetings as it relates to the financial plan among other duties.
This position requires a Bachelor’s degree in Financial Planning or similar field of concentration along with five years relevant financial services industry experience. Must hold advanced credential of Certified Financial Planner (CFP®), Chartered Financial Consultant Certification, JD, CPA, or MBA. RICP and EA designations also considered with additional qualifying experience. The position requires extensive knowledge of retirement income planning procedures and income taxation. Must possess/acquire detailed knowledge of the Written Supervisory Procedures (WSP), Compliance Manual (CM), and One Net. Must exhibit excellent verbal and written communication skills and problem-solving skills. Must be organized, energetic, driven self-starter, and work with a sense of urgency. Proficiency in Microsoft Office suite software (Word, Excel, Outlook, PowerPoint) required. Proficient use of financial planning software (NaviPlan preferred). Proficient use of tax planning software (Holistiplan preferred). Position requires limited travel; 2-3 trips per year as business needs dictate.
**Hybrid remote schedule. Local candidate preferred**