Planning Consultant Job at Insight Global, Monterey, CA

VDdJTmYzWldGaFU3TnhaWG5xREtBQlNtdWc9PQ==
  • 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

Job Tags

Similar Jobs

DIPINTO INTERNATIONAL LOGISTICS INC

CDL Truck Driver Job at DIPINTO INTERNATIONAL LOGISTICS INC

 ...to expand, we are looking for 2 company drivers to do designated runs for us, as well as...  ...This is a full-time on-site role for a CDL Truck Driver located in Elizabeth NJ. You will...  ...be responsible for the safe and efficient operation of company trucks, adherence to DOT regulations... 

The Joshua School

School Nurse Job at The Joshua School

 ...to a life of their choosing. POSITION SUMMARY: The School Nurse at The Joshua School plays a vital role in supporting the physical...  ...demands may include lifting, reaching, and assisting students. Remote work possible. PHYSICAL DEMANDS: The physical demands... 

HASA, Inc

Class A Truck Driver Job at HASA, Inc

 ...Job Summary: We are seeking a Hazmat Class A CDL Driver with doubles, and tanker endorsements to load, deliver, unload, and pick up products and supplies from various local customers. Must be a dependable, responsible person with a positive attitude that is concerned... 

Berkowitz Pollack Brant Advisors + CPAs

Office Assistant/Bookkeeper Job at Berkowitz Pollack Brant Advisors + CPAs

 ...recruiting service. This position is for one of our clients located in Greater Miami. We are seeking an experienced Office Assistant/Bookkeeper with at least three years of experience in office administration and bookkeeping. The ideal candidate will provide administrative... 

Ferretti Search

Executive Administrative Assistant Job at Ferretti Search

 ...website updates Assist with post-event follow-up, analysis, and reporting; administer and oversee post-event surveys, as directed by CMO. Assist team with Information Technology needs, serving as the first point of contact for IT troubleshooting, and acting as a...