Job Title: Advice & Planning Strategic Consultant
Job Responsibilities:
- Lead and coordinate strategy and execute initiatives based on the priorities of the Advice & Planning Group.
- Provide thought leadership and innovation in advice delivery and resources through content creation and editing.
- Proactively coach Wealth leaders and teammates to integrate the relationship advisory process and tools, including the Elements of Wealth.
- Coordinate and execute business operation and process excellence, including business planning, business continuity, and operations manuals.
- Scale advice and planning processes to create self-sufficiency with tools, freeing up capacity for Advisors to maximize impact with clients.
- Support the advice & planning business through consistent oversight and effective management of business processes.
- Collaborate with business leaders and partners across the company.
- Maintain efficient use and high proficiency of all necessary systems, applications, tools, and software.
- Adhere to financial planning processes and protocols. Comply with all mandatory policies, procedures, regulations, laws, and risk management expectations.
Education and Experience Information:
- Required: Bachelor's Degree
- Preferred: At least one of the following - JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA, or equivalent advanced knowledge course of study.
- Required: Ability to coach Wealth leaders and teammates in one-on-one and group settings.
- Required: Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations.
- Required: Ability to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities.
- Required: Experience with PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications.
- Required: Well-organized and flexible; able to adapt to change and influence a broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities.
- Preferred: Ability to analyze trends and needs of the organization and clients and synthesize them with strategy. Ability to design and roll out a scalable process and interpret learnings to suggest enhancements for the future.
- Preferred: 5 or more years of experience in planning or advisory businesses, strategy, execution, coaching, organization development, and/or content development.
Salary Information:
- Not explicitly mentioned in the text. However, the company provides a comprehensive benefits package for eligible employees, which includes medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive a minimum of 10 days of vacation, 10 sick days, and paid holidays during their first year of employment. Depending on the position and division, this job may also be eligible for the company's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
The company stands for better and is committed to creating smarter and easier experiences for clients. The company combines distinctive personal service with investments in innovation to create transformational client experiences and believes in the unique blend of human touch and innovative technology to instill confidence and build deeper levels of trust with clients. The company is an Equal Opportunity Employer and a Drug-Free Workplace.
