Jobs

    Advanced Planning Consultant - Massachusetts, United States - SearchTower

    SearchTower
    SearchTower Massachusetts, United States

    2 weeks ago

    Default job background
    Description

    SearchTower is looking for an Advanced Planning Consultant to join one of the nation's top Broker Dealers.

    The Advanced Planning Consultant plays a key role in providing guidance on wealth management strategies, such as estate, tax, and charitable planning, social security, executive compensation, business succession, and retirement income planning.

    The Advanced Planning team delivers educational and advisory financial planning services to over 2,000 independent Financial Advisors.

    This firm, located in the Boston area, has a strong reputation in the industry, offering a competitive compensation package, a positive corporate environment, and excellent prospects for professional development.

    This is a hybrid role, involving 3 days in the office, with a clear emphasis on achieving a healthy work-life balance since working hours are set from 8AM to 5PM with no late nights or weekends.


    REQUIREMENTS:
    MUST HAVE
    CFP OR JD with minimum 4 years of solid financial planning experience.


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