Insight Global
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Base pay range
$100,000.00/yr - $110,000.00/yr Direct message the job poster from Insight Global Salary:
$100,000 to $110,000 with 7% bonus Desired Skills: Experience with financial planning process, tools, concepts, and strategies 5+ years of experience within Financial Planning Advance credentialing preferred (CFP, ChFC, CPA-FPS, JD) Day-To-Day: The Advanced Planning Consultant (APC) acts as a financial planning expert, partnering with Advisors to deliver comprehensive financial plans. This role ensures clients receive accurate assessments of their financial situations, identifies risks and opportunities, and recommends strategic solutions to improve outcomes. The APC also serves as a subject matter expert in financial planning, case design, and product selection. Key Responsibilities: Maintain deep expertise in financial planning areas such as: Retirement income strategies and tax implications IRA and qualified plan rules Social Security and Medicare planning Military and federal benefits Long-term care and estate planning Model product solutions to support client goals Support Advisors with case preparation Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Strategy/Planning and Finance Referrals increase your chances of interviewing at Insight Global by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Planner” roles.
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$100,000.00/yr - $110,000.00/yr Direct message the job poster from Insight Global Salary:
$100,000 to $110,000 with 7% bonus Desired Skills: Experience with financial planning process, tools, concepts, and strategies 5+ years of experience within Financial Planning Advance credentialing preferred (CFP, ChFC, CPA-FPS, JD) Day-To-Day: The Advanced Planning Consultant (APC) acts as a financial planning expert, partnering with Advisors to deliver comprehensive financial plans. This role ensures clients receive accurate assessments of their financial situations, identifies risks and opportunities, and recommends strategic solutions to improve outcomes. The APC also serves as a subject matter expert in financial planning, case design, and product selection. Key Responsibilities: Maintain deep expertise in financial planning areas such as: Retirement income strategies and tax implications IRA and qualified plan rules Social Security and Medicare planning Military and federal benefits Long-term care and estate planning Model product solutions to support client goals Support Advisors with case preparation Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Strategy/Planning and Finance Referrals increase your chances of interviewing at Insight Global by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Planner” roles.
Fort Worth, TX $100,000.00-$125,000.00 2 weeks ago Wealth Advisors Operations Specialist I - Trust
Financial Advisor (Be Our Lead Advisor in Fort Worth!)
Fort Worth, TX $80,000.00-$90,000.00 2 weeks ago Dallas-Fort Worth Metroplex $90,000.00-$150,000.00 2 weeks ago Wealth Advisor (Hybrid: Colleyville, TX)
Director of Finance - $5,000 sign on incentive
Financial Center Consultant II (Banker) - Stephenville
Dallas-Fort Worth Metroplex $70,000.00-$100,000.00 1 month ago College Financial Representative, Internship Program
Fort Worth, TX $500.00-$1,000.00 1 month ago Fort Worth, TX $70,000.00-$250,000.00 14 hours ago Financial Center Consultant II (Banker) - Hulen
Financial Solutions Advisor- Mid-Cities DFW Area
Financial Solutions Advisor- Mid-Cities DFW Area
Investment Consultant II - Merrill Premium
Financial Center Consultant II (Banker) - Alliance
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr