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Financial Planning Consultant (2037-732) - (Overland Park, KS)

The Consultant of Financial Planning is responsible for plan development, advisor training, development on the financial planning process, creation of additional financial planning resources, and overall adoption of advanced planning across the enterprise. This individual must possess strong analytical and computer skills, knowledge of financial planning, estate and tax planning strategies. These skills must be combined with a unique expertise to communicate and collaborate effectively with advisors in a sales environment. Required skills Must possess the sales, technical and communication expertise required to develop and deliver effective professional training programs and financial planning support through a variety of methods to various target audiences including: Financial, investment and insurance planning Retirement accumulation and distribution planning Business


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Posted in Overland Park, KS, Business & Management
From Adzuna - 1 month ago