Insight Global
Advanced Planning Consultant
Job Description
Job Description
The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:
- Retirement Income Planning Strategies- Retirement income sources and income taxation
- IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules
- Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources
- ...
The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:
- Retirement Income Planning Strategies- Retirement income sources and income taxation
- IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules
- Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources
- ...