Senior Financial Planning Advisor Enablement Specialist

Socket.dev; San Diego (CA); Hybrid; USD 125,000 - 160,000; Full time

Job summary

Socket.dev is seeking a Financial Planning Center Consultant to partner with advisors, translating planning concepts into clear guidance and measurable business outcomes. This role emphasizes consultation, education, and decision support rather than direct plan creation or software help desk duties.

You will engage across retirement income, Social Security, tax-aware planning, estate planning, and wealth transfer, while guiding adoption and growth of planning services within the organization.

Qualifications

• 8+ years of experience in financial planning, wealth management, or advisor-facing consulting roles.
• Demonstrated technical knowledge across multiple planning disciplines (retirement income, Social Security, IRAs, estate and wealth transfer).
• Ability to research, interpret, and explain planning concepts, rules, and strategy tradeoffs clearly to advisors.

Responsibilities

• Serve as a firm-wide technical financial planning resource across retirement income, Social Security, IRAs, qualified plans, tax-aware planning, estate and wealth transfer, charitable planning, business-owner planning, risk management, insurance, annuities.
• Research and communicate complex planning concepts, regulatory developments, tax changes, and industry trends in advisor-ready language.
• Help advisors evaluate alternatives, understand tradeoffs, identify planning opportunities, and strengthen client relationships through planning conversations.
• Create educational content, technical guidance, and advisor resources for client conversations and planning engagements.
• Help advisors build and scale planning-centric businesses by integrating financial planning into the client experience and service model.
• Coach advisors on communicating planning value and incorporating planning strategies into client engagement processes.
• Build advisor confidence in delivering and monetizing planning services, including fee-for-service models and ongoing planning relationships.
• Connect technical planning expertise to measurable business outcomes by aligning strategies and firm resources.

Education

CFP® or CPWA® designation

Job description

Socket.dev is seeking a Financial Planning Center Consultant to partner with advisors, translating planning concepts into clear guidance and measurable business outcomes. This role emphasizes consultation, education, and decision support rather than direct plan creation or software help desk duties.

You will engage across retirement income, Social Security, tax-aware planning, estate planning, and wealth transfer, while guiding adoption and growth of planning services within the organization.