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Financial Planning Consultant Required: Series 7 / 66 Or 63 / 65 Combo Remote: Pacific NW - MT, ID, W
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- The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients.
- Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
- Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.
- Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.
- Provide analysis to company CPAs on investment, insurance, and annuity products as needed.
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