Senior AVP, Advanced Planning — Remote

Energy Jobline ZR; San Diego (CA); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Employee benefits package

401k with company match

Paid time off

Paid parking

Job summary

Simplicity Financial Marketing Group Holdings is seeking an experienced AVP, Advanced Planning to serve as a subject matter expert for financial advisors and internal partners, delivering education on advanced planning topics, case design support, and sales content to generate opportunities.

Requirements include 10+ years in advanced planning for high-net-worth clients, a Bachelor's or higher, JD and/or designations (CLU/ChFC/CFP).

Qualifications

• 10+ years in advanced planning for high-net-worth clients.
• Bachelor's degree or equivalent education.
• Industry designations: CLU, ChFC, and/or CFP.
• J.D. and broad knowledge of estate/tax planning.
• Proficiency with financial/insurance products.

Responsibilities

• Provide client-specific expertise in trust and estate planning and related topics.
• Respond to inquiries from advisors on financial, tax and legal questions.
• Identify sales opportunities and support case design for clients.
• Review and summarize legal documents for the sales process.
• Educate advisors via updates and webinars.
• Represent the firm at industry events and conferences.

Skills

Advanced planning

Estate planning

Executive compensation

Communication skills

PowerPoint

Education

Bachelor's degree

J.D.

CLU/ChFC/CFP

Tools

Microsoft Office

Google Suite

Salesforce

Job description

Simplicity Financial Marketing Group Holdings is seeking an experienced AVP, Advanced Planning to serve as a subject matter expert for financial advisors and internal partners, delivering education on advanced planning topics, case design support, and sales content to generate opportunities.

Requirements include 10+ years in advanced planning for high-net-worth clients, a Bachelor's or higher, JD and/or designations (CLU/ChFC/CFP).