Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?

Our Financial Planning teams are filled with energy and potential! Our Regional Planning Consultants play a vital role in supporting advisors by reinforcing the principles of our client commitments. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offerings and practice management techniques.

The Expertise We’re Looking For

• We ask that you have 5-10 years of experience in the financial service industry
• We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
• CFP or other advanced certification preferred

The Purpose of Your Role

Our vision for the Regional Planning Consultant is to develop advisors through collaboration and mentoring, to ensure they possess the skills needed to provide a warm, approachable experience to our clients and grow their books through trusted relationships and partnerships.

The Skills You Bring

• Your planning skills and in-depth knowledge of financial product offerings
• You are confident in front of an audience of any size and have impressionable public speaking skills
• Your unparalleled desire to coach and impact others’ results
• You are an approachable leader with the ability to effortlessly influence others

The Value You Deliver

• Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement income strategies
• Coordinating with management, you are using supportive development plans to provide collaborative training and coaching to associates who are improving their skills and abilities to execute in their roles
• You are encouraging the growth of our associates and preparing them to become highly proficient and effective consultants by embracing a planning culture
• Leading by example and demonstrating organized preparation and effective follow up skills
• Partnering with financial consultants in client appointments to support the introduction and implementation of appropriate product solutions

How Your Work Impacts the Organization

Working in Personal Investments, you will coach advisors, offering mentorship and skills related to planning, while helping extend the reach of the firm's brand. You will provide coaching support, with unlimited access to some of the best resources and tools in the industry!