Planning Consultant - Seattle, United States - Insight Global

Description

"We are looking for a Planning Consultant to help open up the new branch location This person will help create financial plans for the Financial Consultant and/or Wealth Planners as well. They will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around planning concepts, and over leading to uncovering additional planning opportunities in which they will partner with the FC or WP to develop further."


Requirements:

• Must obtain a series 7 & 63 license (or can the 66 to cancel out 63 and 65)

* 2+ years of financial planning experience

• Must have experience creating the financial plans for the Financial consultant
• Experience with planning software (any kind)
• Direct experience with conducting the planning appointments themselves with the financial advisors client's