Planning Consultant Job at Insight Global, Monterey, CA

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  • Insight Global
  • Monterey, CA

Job Description

We are looking for a Planning Consultant to join a branch in Monterey, CA. This person will support 3-4 producers by creating and helping implement financial plans for clients within a specific geographical area. They will conduct pre/post appointment follow-ups and help advisors uncover new opportunities for clients. Each advisor has a book of business ranging from 300-400 households each, so this person needs to be detail-oriented and comfortable managing multiple tasks at a time.

Must Haves:

  • At least 1-3 years of financial planning experience
  • A couple years of planning and then a year of Financial Consulting would be perfect
  • Must have an Active Series 7 license & Series 63 that aren’t expiring within 6-months of being hired.
  • Having a Series 7, 63, and 65 works as well
  • Experience selling financial services and helping with trades
  • Must have experience creating the financial plans for the financial consultant.
  • Experience with planning software (any kind)
  • Charismatic personality and deadline driven
  • Strong relationship building skills

Salary: 80K-84K + 30K variable compensation

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