Sales Support Consultant – Financial Planning

Role Overview

• The Sales Support Consultant plays a critical role in supporting the creation and execution of high-quality financial plans
• By managing data entry, coordinating workflows, and ensuring accuracy across various planning software platforms, serves as a key connection between advisors and consultants
• Contribute to advisor onboarding, process improvement, and creating financial planning deliverables
• Work proactively with the field and business partners, driving plan input, creating scenarios, stress testing, and developing client strengths and opportunities
• Assist team members with basic to intermediate plan analysis, plan design, and development of client strategy to meet client goals
• Help manage workflow between advisors/planners and case consultants to ensure timely delivery of plans
• Prepare correspondence and track financial plan progress and communicate where needed
• Proactively follow-up with advisors to ensure efficient movement through the planning process

Requirements

• High School Diploma
• 2+ years’ experience in financial services industry
• 1+ years' experience working with/supporting agencies or advisors
• Experience with eMoney or other financial planning Software
• Prior experience as a Paraplanner CFP® or progress towards CFP® designation
• Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner
• Strong technological proficiency, with advanced skills in Excel, PowerPoint, and other digital platforms, including a demonstrated ability to quickly learn and adapt to new software and tools
• Robust research skills with the ability to independently locate, interpret, and apply new information quickly and accurately
• A team-oriented individual who thrives on collaboration and actively engages in networking to foster a supportive and connected work environment
• Organizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling detail

Benefits

• Regular meetings with the Case Consulting Unit team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms