Hybrid Planning Solutions Consultant

at Cnect

• Job title: Planning Solutions Consultant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $82,000 - $87,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Dallas, United States

About the role

• Consultant in Advanced Planning Team developing wealth strategies for high-net-worth clients. Driving implementations to achieve measurable growth in assets under management and revenues through collaboration.

Responsibilities

• Build rapport and maintain deep relationships with affiliated financial professionals (“FPs”) and their HNW clients/investors.
• Influence FPs to lead with a formal Financial Plan to better serve affluent investors.
• Host and conduct discovery, facilitate data entry for analysis, provide commentary, and make recommendations.
• Provide effective and concise communication of financial concepts to FPs and their investors.
• Respond timely to inbound FPs requests for help to maintain service level agreements, assess urgency and impact, then prioritize and re-prioritize tasks, as required.
• Proactively initiate verbal and written outbound correspondence to initiate new business development to grow assets under management.
• Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments.
• Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others, including the Senior APT Consultants.
• Aspire to servant leadership, focus on continuous self-improvement, and challenge the status quo.
• Build strong relationships with our affiliated advisors, APT teammates, internal business partners, and specialists by fostering collaboration.
• Follow up with fellow APT members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly documented and shared internally.
• Monitor work to ensure compliance with goals and standards.
• Other duties as assigned.

Requirements

• Ability to review, analyze, and recommend investment opportunities.
• Familiarity with charitable giving strategies.
• Expert in Microsoft Office; especially PowerPoint, and Excel.
• Salesforce utilization is required.
• Gain proficiency and expertise in the products and platforms offered by Cetera Financial Services.
• Demonstrated ability to be an integral team member on large-scale, complex planning opportunities.
• Utilize internal teams subject matter experts for presentation of complex planning strategies.
• Highly energetic self-starter.
• Ability to meet designated business and sales goals of asset implementation, revenue, and profitability.
• BS/BA in business, finance, economics, accounting or related field.
• FINRA 7 & 63 licenses are required
• Life insurance license preferred.
• CFP designation preferred.
• 5+ years in client and/or advisor facing high-net-worth planning role
• Experience with implementing insurance and risk management solutions.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.