JD Licensed Advanced Planning Consultant

Job Summary

A company is looking for an Advanced Planning Consultant to provide superior case consultation in the advanced markets for high-income and high-net-worth clients.

Key Responsibilities

• Utilize proprietary software to identify sales opportunities and prepare business valuations
• Provide technical case support and collaborate with financial representatives to design advanced planning cases
• Educate producers and clients on advanced planning concepts and facilitate comprehensive case analysis

Required Qualifications

• Juris Doctor (JD) law degree required
• CPA preferred; CFP/CLU/ChFC preferred
• Expert knowledge of tax planning, business succession, and advanced markets concepts
• Working knowledge of life and disability insurance for businesses
• Comprehensive understanding of the business owner marketplace