FINRA Licensed Case Design Specialist

A company is looking for a Center of Excellence Case Design Specialist. Key ResponsibilitiesPartner with advisors and field leaders to co-develop and advance complex financial planning cases Improve case velocity, quality, and close rates through structured financial planning support Leverage AI tools to enhance case design and support scalable delivery of financial planningRequired QualificationsCFP designation strongly preferred (or progress toward certification) ChFC or equivalent advanced planning designation Proven experience in financial planning, case design, or advanced sales support Valid Securities Licenses Experience leveraging AI tools to enhance analysis and workflow efficiency