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Financial Planning Strategic Design Consultant
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Full-time
- The role of the Financial Planning Strategic Design Consultant is to provide tactical support for the Financial Planning Case Consulting Unit (CCU), which is a team of consultants providing support for fee-based financial planning cases.
- The strategic design consultant will report to the Head of Advice and Financial Planning CCU and use agility to balance between supporting financial planning cases and supporting the strategic initiatives of the unit.
- The Strategic Design Consultant will work proactively with the field and internal and external business partners to drive results, plan implementation, and provide a client-centric experience.
- Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide, etc.
- 2+ years of financial planning experience including investment planning, retirement planning, estate planning, tax planning, and protection planning
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