Regional Planning Consultant : Pittsburgh, PA - (Mt Pleasant, PA)

Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates. The Ability Were Looking For Sales background in the financial service industry Series seven and 63 required Series 66 and/or 65 required or to be obtained within 6 mnths of hire Insurance licenses required or to be obtained within six months of hire CFP certification preferred The Purpose of Your Role You play a vital role in supporting investor center associates and their customers by reinforcing the principles of consultative selling. The principal responsibility of the Regional Planning Consultant is to coach and develop associates to ensure they possess the skills needed to provide a world:class background to our clients and grow their books.