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Job Title: Planning Consultant
Location: Monterey, CA
Salary Range: $110,000.00/yr - $114,000.00/yr
Employment Type: Full-time
Seniority Level: Mid-Senior level
Job Description
We are looking for a Planning Consultant to join our team in Monterey, CA. This role involves supporting 3-4 financial producers by creating and implementing financial plans for clients within a specific geographical area. Responsibilities include conducting pre/post appointment follow-ups and helping advisors uncover new opportunities. The ideal candidate must be detail-oriented and capable of managing multiple tasks, as each advisor manages a book of 300-400 households.
Must Haves
- 1-3 years of financial planning experience
- Experience with planning and financial consulting
- Active Series 7 & Series 63 licenses (not expiring within 6 months), or Series 7, 63, and 65 licenses
- Experience selling financial services and assisting with trades
- Experience creating financial plans for financial consultants
- Familiarity with planning software
- Charismatic personality and deadline-driven mindset
- Strong relationship-building skills
Benefits
- Vision insurance
- Medical insurance
- Pension plan
- 401(k)
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