Senior Wealth Strategy Consultant

Jackson; Nashville (TN); On-site; USD 90,000 - 135,000; Full time

Job summary

Jackson in Nashville seeks a Senior Advanced Planning Strategist to consult with wholesalers, financial professionals, attorneys, and CPAs to support sales. You will conduct research and develop marketing materials, presentations, and case illustrations.

The role focuses on communicating complex retirement and wealth strategies, delivering polished presentations, and collaborating with the sales team to prospect and close business. Some travel may be required.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Advanced designation (CFP, CPA, CFA, or JD) or ability to obtain CFP within 24 months of hire date required. JD preferred.
• 5+ years of financial sales, estate planning, legal practice, consultation, or equivalent required.
• FINRA SIE, FINRA Series 6 or 7 required.
• Applicants without the required registrations will have 90 days to obtain them, but will be limited in job function until complete.

Responsibilities

• Consult with wholesalers, financial professionals, attorneys, and CPAs to support Jackson sales.
• Develop marketing materials, presentations, and case illustrations.
• Deliver sales presentations using PowerPoint and marketing materials.
• Provide training to Sales Desk employees, external wholesalers and other staff.
• Identify issues in complex fact patterns and articulate solutions.

Skills

Verbal & written communication

Presentation skills

Relationship building

Consultative sales

Analytical skills

Research skills

Travel flexibility

Education

Bachelor's degree or equivalent experience

Advanced designation (CFP, CPA, CFA, or JD) or ability to obtain CFP within 24 months

Tools

FINRA SIE

FINRA Series 6 or 7

Job description

Jackson in Nashville seeks a Senior Advanced Planning Strategist to consult with wholesalers, financial professionals, attorneys, and CPAs to support sales. You will conduct research and develop marketing materials, presentations, and case illustrations.

The role focuses on communicating complex retirement and wealth strategies, delivering polished presentations, and collaborating with the sales team to prospect and close business. Some travel may be required.