Financial Planner

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This range is provided by Insight Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$/yr - $/yr

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Salary: $100,000 to $110,000 with 7% bonus

Desired Skills:

• Experience with financial planning process, tools, concepts, and strategies
• 5+ years of experience within Financial Planning
• Advance credentialing preferred (CFP, ChFC, CPA-FPS, JD)

Day-To-Day:

The Advanced Planning Consultant (APC) acts as a financial planning expert, partnering with Advisors to deliver comprehensive financial plans. This role ensures clients receive accurate assessments of their financial situations, identifies risks and opportunities, and recommends strategic solutions to improve outcomes. The APC also serves as a subject matter expert in financial planning, case design, and product selection.

Key Responsibilities:

• Maintain deep expertise in financial planning areas such as:
• Retirement income strategies and tax implications
• IRA and qualified plan rules
• Social Security and Medicare planning
• Military and federal benefits
• Long-term care and estate planning
• Model product solutions to support client goals
• Support Advisors with case preparation

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Strategy/Planning and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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