Senior Wealth Planning Consultant (Hybrid/Remote)

Advisors Excel; United States; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

Generous PTO

On-site cafe & gym

Professional development

Employee events

Job summary

Advisors Excel is seeking an Advanced Planning Consultant to serve as a trusted financial planning resource for its network of independent advisors. You’ll evaluate client goals, develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management, and present solutions to high-net-worth clients and advisors.

You will collaborate with internal teams and external professionals to deliver comprehensive wealth planning and stay current on evolving

Qualifications

• 5+ years of experience in financial planning, wealth management, or related financial services.
• Broad knowledge of taxation, estate planning, investments, retirement planning, and insurance.
• Strong analytical and communication skills; ability to explain complex concepts clearly.

Responsibilities

• Consult with independent financial advisors on complex high-net-worth client situations, providing advanced financial planning guidance.
• Develop holistic planning strategies integrating investments, tax, estate, retirement, insurance, and risk management.
• Analyze client financial information to identify opportunities, risks, and solutions.
• Present advanced planning concepts during advisor and client meetings.
• Collaborate with marketing, legal, compliance, tax, estate planning, and investment professionals to develop comprehensive solutions.

Skills

Advanced financial planning

Communication

Analytical thinking

Relationship management

Education

Professional designation (CFP, CIMA, ChFC, CLU, CPA, EA, JD)

Job description

Advisors Excel is seeking an Advanced Planning Consultant to serve as a trusted financial planning resource for its network of independent advisors. You’ll evaluate client goals, develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management, and present solutions to high-net-worth clients and advisors.

You will collaborate with internal teams and external professionals to deliver comprehensive wealth planning and stay current on evolving