Simplicity Group Holdings is seeking a Financial Planning Consultant to support our internal Financial Planning Team in Summit, NJ. You will focus on building strong advisor relationships, gathering client information, and inputting data into our wealth platform for investment proposals and portfolio analysis.
The role emphasizes education of Advisors on planning best practices, with opportunities to lead webinars and provide coaching.
#J-18808-LjbffrAdvisor Investment Planning Specialist in summit at Unknown Company
This position is listed as full time and onsite.