Advanced Planning Consultant

Advisors Excel, LLC; Topeka, Lenexa (KS, KS); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

Generous PTO

On-site café

On-site gym

Primary care

Professional development

Employee events

Job summary

Advisors Excel is seeking an Advanced Planning Consultant who will serve as a trusted financial planning resource for its network of independent financial advisors. You will evaluate client goals and financial circumstances and develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management.

This consultative role involves working with advisors, clients, and internal professionals to identify opportunities, communicate solutions clearly, and

Qualifications

• 5+ years in financial planning or wealth management.
• Broad knowledge of taxation, estate planning, investments.
• Strong analytical and critical-thinking skills.
• Excellent communication and presentation abilities.
• Proven ability to build trusted relationships with advisors and clients.
• Ability to manage multiple complex cases independently.

Responsibilities

• Consult with independent financial advisors on complex high-net-worth cases, providing advanced financial planning guidance and strategic recommendations.
• Develop holistic planning strategies across investments, tax, estate, retirement, insurance, and risk management.
• Analyze client financial information, goals, and circumstances to identify planning opportunities, risks, and solutions.
• Evaluate complex planning strategies and develop recommendations aligned with the client's wealth plan.
• Serve as a trusted thought partner to advisors by asking insightful questions and identifying opportunities beyond the initial request.
• Explain complex financial, tax, estate, and wealth planning concepts clearly to advisors and clients.
• Prepare financial projections, illustrations, analyses, and planning materials to demonstrate advanced planning strategies.
• Present advanced planning concepts in advisor and high-net-worth client meetings.
• Collaborate with marketing, legal, compliance, tax, estate planning, insurance, and investment professionals to develop comprehensive solutions.
• Build and maintain strong relationships with financial advisors and other professionals.
• Manage multiple complex high-net-worth planning cases with accuracy and organization.
• Stay current on tax law, estate planning strategies, and investment developments.

Skills

Financial planning

Wealth management

Analytical thinking

Communication skills

Presentation skills

Client relationships

Independent work

Job description

Overview:

As an Advanced Planning Consultant, you’ll serve as a trusted financial planning resource to Advisors Excel’s network of independent financial advisors, helping them navigate complex planning opportunities for their high-net-worth clients. You’ll evaluate client goals and financial circumstances and develop holistic strategies that may incorporate investments, taxation, estate planning, retirement, insurance, and risk management.

This is a highly consultative role where your expertise will help advisors think through sophisticated client situations, identify planning opportunities, and confidently communicate solutions. You’ll work alongside advisors, clients, and internal and external professionals while continuing to grow your expertise in advanced wealth planning.

What you’ll do:

• Consult with independent financial advisors on complex high-net-worth client situations, providing advanced financial planning guidance and strategic recommendations.
• Develop holistic planning strategies that integrate investment, tax, estate, retirement, insurance, and risk management considerations.
• Analyze client financial information, goals, and circumstances to identify planning opportunities, potential risks, and solutions.
• Evaluate complex financial planning strategies and develop recommendations aligned with the client's goals and overall wealth plan.
• Serve as a trusted thought partner to advisors by asking insightful questions and identifying opportunities beyond the initial request.
• Explain complex financial, tax, estate, and wealth planning concepts clearly to advisors and, when appropriate, directly to high-net-worth clients.
• Prepare financial projections, illustrations, analyses, and other planning materials to demonstrate advanced planning strategies, including certain trust and estate planning techniques.
• Present advanced planning concepts and strategies during virtual and in-person advisor and high-net-worth client meetings.
• Collaborate with marketing, legal, compliance, tax, estate planning, insurance, investment, and other professionals to develop comprehensive solutions for complex client needs.
• Build and maintain strong relationships with financial advisors and other professionals through responsive, knowledgeable, and consultative support.
• Manage multiple complex high-net-worth planning cases simultaneously while maintaining accuracy, organization, and responsiveness.
• Stay current on tax law, estate planning strategies, investment strategies, insurance products, and other developments impacting high-net-worth financial planning.

Experience you’ll bring:

• 5+ years of experience in financial planning, wealth management, investment management, insurance, advanced planning, or a related financial-services field.
• Broad knowledge of taxation, estate planning, investments, retirement planning, and insurance.
• Experience analyzing financial information and applying financial planning concepts to complex client situations.
• Strong analytical and critical-thinking skills with the ability to identify issues, opportunities, and practical solutions.
• Exceptional communication and presentation skills, including the ability to explain complex financial concepts clearly to advisors and clients.
• Demonstrated ability to build trusted relationships and collaborate effectively with advisors, clients, and internal business partners.
• Ability to manage multiple complex cases, exercise sound judgment, and work independently when navigating ambiguity or incomplete information.

Bonus Points:

• Experience providing advanced or wealth planning support to high-net-worth or ultra-high-net-worth clients.
• Experience working directly with financial advisors or other financial professionals in a consultative, educational, or planning capacity.
• Willingness to obtain the Certified Private Wealth Advisor (CPWA®) designation within one year of employment, with financial support provided by Advisors Excel.

What you’ll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.