A company is looking for a Benefits and Planning Consultant to deepen client relationships and provide financial planning support to executives.
Key ResponsibilitiesConsult with clients to deliver personalized financial planning and benefits educationCollaborate with Executive Planning Consultants to implement client contact strategies and conduct discussionsIdentify new business opportunities and enhance existing client relationships through marketing initiativesRequired Qualifications, Training, and EducationSeries 7 and 66 licenses (66 may be obtained within a defined period of time from hire)4-year college degree preferredIndustry designations such as Certified Financial Planner and Certified Equity Professionals are encouragedDemonstrated knowledge of brokerage, insurance, money management, estate planning, and retirement planningExperience in relationship management with a focus on customer satisfaction
Benefits and Planning Consultant
A company is looking for a Benefits and Planning Consultant to deepen client relationships and provide financial planning support to executives. ...
Monetary Strategy And Planning Consultant
These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning...
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It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work.Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortun...
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