To support a growing Advice and Planning Solutions team, the full-time Minnesota Licensed Advice Consultant will provide specialized expertise in estate and tax planning strategies, partnering with financial advisors to enhance client outcomes and navigate complex planning opportunities in a remote capacity. Key responsibilities Consult with advisors on financial planning strategies, providing support for individual cases and educating on product compatibility within the Advice Framework Influence the adoption of Advice tools and methodologies, integrating them into the planning process and supporting key distribution stakeholders Identify gaps in Advice and Planning acumen, addressing them through consults and leveraging technology to provide solutions for complex financial matters Required qualifications Bachelor's degree in business, Economics, or a related field 10+ years of Financial Services experience, with a demonstrated ability to work across different Advisor groups 5+ years of operational experience in a matrixed, cross-functional environment Deep subject matter expertise in financial planning and the advisory working model FINRA Series 7, 63/65 or 66 required or to be obtained within 90 days of hire
Minnesota Licensed Advice Consultant in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.