Financial Planner

Insight Global; Fort Worth (TX); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A financial consulting firm in Fort Worth is seeking an Advanced Planning Consultant to partner with Advisors in delivering comprehensive financial plans. The ideal candidate has over 5 years of experience in financial planning, deep expertise in various financial strategies, and preferred advance credentialing such as CFP. This is a full-time position offering a competitive salary range of $100,000 to $110,000 annually with additional bonuses.

Qualifications

• Deep expertise in financial planning areas such as retirement income strategies and tax implications.
• Knowledge of IRA and qualified plan rules.
• Familiarity with Social Security and Medicare planning.

Responsibilities

• Acts as a financial planning expert, partnering with Advisors to deliver comprehensive financial plans.
• Ensures clients receive accurate assessments of their financial situations, identifies risks and opportunities.
• Supports Advisors with case preparation.

Skills

Experience with financial planning process, tools, concepts, and strategies

5+ years of experience within Financial Planning

Advance credentialing preferred (CFP, ChFC, CPA-FPS, JD)

Job description

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This range is provided by Insight Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $110,000.00/yr

Direct message the job poster from Insight Global

Salary: $100,000 to $110,000 with 7% bonus

Desired Skills:

• Experience with financial planning process, tools, concepts, and strategies
• 5+ years of experience within Financial Planning
• Advance credentialing preferred (CFP, ChFC, CPA-FPS, JD)

Day-To-Day:

The Advanced Planning Consultant (APC) acts as a financial planning expert, partnering with Advisors to deliver comprehensive financial plans. This role ensures clients receive accurate assessments of their financial situations, identifies risks and opportunities, and recommends strategic solutions to improve outcomes. The APC also serves as a subject matter expert in financial planning, case design, and product selection.

Key Responsibilities:

• Maintain deep expertise in financial planning areas such as:
• Retirement income strategies and tax implications
• IRA and qualified plan rules
• Social Security and Medicare planning
• Military and federal benefits
• Long-term care and estate planning
• Model product solutions to support client goals
• Support Advisors with case preparation

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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