Financial Planning Consultant supporting investor center associates in consultative selling. Developing sales associates through focused coaching and mentorship in financial planning practices and techniques.
Responsibilities
Support investor center associates by reinforcing the principles of consultative selling
Provide coaching in communication skills, product offering, and practice management techniques
Develop sales associates through collaboration and mentoring
Deliver financial service expertise through mentorship and development activities
Requirements
Sales experience in the financial service industry
Series 7 & 63 licenses (with study time to obtain Series 66 & Insurance licenses within 6 months of hire)
CFP certification preferred
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources
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