Senior Advanced Planning Consultant

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🔥 1 minute ago

🇺🇸 United States – Remote

💵 $120k - $185k / year

⏰ Full Time

🟠 Senior

💼 Consultant

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Cnect

WebsiteLinkedInAll Job Openings

51 - 200 employees

👥 HR Tech

🎯 Recruiter

☁️ SaaS

HR Tech • Recruitment • SaaS

Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere.

📋 Description

• Build and maintain strong relationships with affiliated financial professionals (FPs). • Guide FPs in leading with formal financial planning to better serve affluent investors. • Conduct discovery meetings, facilitate data gathering, and provide strategic recommendations. • Communicate complex financial concepts clearly and effectively to FPs and their clients. • Respond promptly to advisor inquiries, assess urgency, and manage priorities accordingly. • Proactively initiate outreach to support business development and asset growth. • Partner with internal teams and product specialists (e.g., advisory, insurance, trust, alternatives) to deliver integrated planning solutions. • Collaborate with Cetera Trust Company and other departments to support holistic financial planning. • Document and share advisor interactions to ensure continuity and team alignment. • Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments. • Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others. • Ensure all planning recommendations and implementations adhere to regulatory requirements, internal compliance standards, and suitability guidelines, particularly when working with complex HNW strategies and alternative investments. Act as a risk-aware partner to advisors, helping them navigate fiduciary responsibilities and mitigate potential compliance issues.

🎯 Requirements

• At least 10 years’ experience in a client- or advisor-facing HNW planning role. • FINRA Series 7 & 63 required. • Life insurance license preferred. • CFP® designation preferred or equivalent experience. • BS/BA in business, finance, economics, accounting or related field. • Strong understanding of trust, estate, and legacy planning. • Familiarity with business planning, charitable giving, and risk management strategies. • Experience with alternative investments (e.g., 1031 exchanges, QOZs, REITs, exchange funds, oil & gas programs). • Proficient in Microsoft Office tools, especially PowerPoint and Excel, to create compelling presentations and support data-driven recommendations that influence advisor and client decision-making. • Proficiency in using Salesforce or other CRMs and financial planning platforms (e.g., eMoney, MoneyGuidePro).

🏖️ Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. • Easy access to mental health benefits to meet our team members and their families where they are. • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. • Paid parental leave to support all team members with birth, adoption, and foster. • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.