Note: The job is a remote job and is open to candidates in USA. Advisors Excel is an innovative company that supports independent financial advisors across operational, sales, and marketing functions to help grow their businesses. The Advanced Planning Consultant will provide sophisticated financial planning guidance to advisors serving high-net-worth clients, developing integrated strategies across investments, taxation, estate planning, retirement, insurance, and risk management. The role also involves analyzing complex client situations, presenting recommendations, and collaborating with internal and external professionals.
Responsibilities
- Consult with independent financial advisors on complex high-net-worth client situations, providing advanced financial planning guidance and strategic recommendations
- Develop holistic planning strategies that integrate investment, tax, estate, retirement, insurance, and risk management considerations
- Analyze client financial information, goals, and circumstances to identify planning opportunities, potential risks, and solutions
- Evaluate complex financial planning strategies and develop recommendations aligned with the client's goals and overall wealth plan
- Serve as a trusted thought partner to advisors by asking insightful questions and identifying opportunities beyond the initial request
- Explain complex financial, tax, estate, and wealth planning concepts clearly to advisors and, when appropriate, directly to high-net-worth clients
- Prepare financial projections, illustrations, analyses, and other planning materials to demonstrate advanced planning strategies, including certain trust and estate planning techniques
- Present advanced planning concepts and strategies during virtual and in-person advisor and high-net-worth client meetings
- Collaborate with marketing, legal, compliance, tax, estate planning, insurance, investment, and other professionals to develop comprehensive solutions for complex client needs
- Build and maintain strong relationships with financial advisors and other professionals through responsive, knowledgeable, and consultative support
- Manage multiple complex high-net-worth planning cases simultaneously while maintaining accuracy, organization, and responsiveness
- Stay current on tax law, estate planning strategies, investment strategies, insurance products, and other developments impacting high-net-worth financial planning
Skills
- 5+ years of experience in financial planning, wealth management, investment management, insurance, advanced planning, or a related financial-services field
- Broad knowledge of taxation, estate planning, investments, retirement planning, and insurance
- Experience analyzing financial information and applying financial planning concepts to complex client situations
- Strong analytical and critical-thinking skills with the ability to identify issues, opportunities, and practical solutions
- Exceptional communication and presentation skills, including the ability to explain complex financial concepts clearly to advisors and clients
- Demonstrated ability to build trusted relationships and collaborate effectively with advisors, clients, and internal business partners
- Ability to manage multiple complex cases, exercise sound judgment, and work independently when navigating ambiguity or incomplete information
- Professional designation or advanced credentials such as CFP®, CIMA®, ChFC®, CLU®, CTFA, CPA, EA, or JD
- Experience providing advanced or wealth planning support to high-net-worth or ultra-high-net-worth clients
- Experience working directly with financial advisors or other financial professionals in a consultative, educational, or planning capacity
- Willingness to obtain the Certified Private Wealth Advisor (CPWA®) designation within one year of employment, with financial support provided by Advisors Excel
Benefits
- Medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events
- Financial support provided by Advisors Excel to obtain the Certified Private Wealth Advisor (CPWA®) designation within one year of employment
- Open to hybrid or remote
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