Description

Are you passionate about financial planning and helping advisors better serve their clients? We have an exciting opportunity for a Financial Planning & Coaching Internal Specialist to join our Financial Advisor Solutions team. In this role, you will play a key part in educating and equipping financial advisors with the knowledge and resources they need to provide exceptional service to their clients.

Company Culture and Environment

This position offers a hybrid work model, providing a balance between remote flexibility and in-person collaboration. The work environment is dynamic, supportive, and mission-driven, fostering collaboration among professionals who strive to make a meaningful impact in the financial advisory space.

Career Growth and Development Opportunities

This role provides opportunities to share your expertise through webinars, one-on-one consultations, and content development, ensuring advisors have the best tools and insights at their fingertips.

Detailed Benefits and Perks

• Hybrid work model for flexibility between remote and in-person work
• Supportive and mission-driven work environment

Compensation and Benefits

• Competitive salary based on experience
• Health, dental, and vision insurance
• Retirement savings plan with company matching
• Generous vacation and paid time off policy
• Opportunities for professional development and continuous learning

Why you should apply for this position today

If you are passionate about financial planning, enjoy educating others, and want to contribute to the success of financial advisors and their clients, we invite you to apply for this exciting opportunity!

Skills

• Strong knowledge of financial planning concepts
• Ability to explain complex topics in a clear and engaging manner
• Commitment to helping advisors find the best solutions for their clients
• Relationship management skills to collaborate effectively
• Problem-solving ability in managing ambiguity
• Understanding of financial advisory industry trends

Responsibilities

• Lead virtual webinars and one-on-one consultations to educate advisors on critical financial planning areas
• Act as the subject matter expert for the Financial Planning & Coaching Offer
• Provide expert input into the ongoing development and improvement of financial planning solutions
• Contribute to the creation of new educational materials, presentations, and resources
• Foster strong connections with internal stakeholders across sales and financial advisory teams

Qualifications

• Minimum of five years of experience in financial services or client-facing roles
• Bachelor’s degree required; a graduate degree is a plus
• Certified Financial Planner (CFP) designation preferred

Education Requirements

• Bachelor’s degree in a relevant field

Education Requirements Credential Category

• Bachelor’s degree required; graduate degree is a plus

Experience Requirements

• Minimum of five years of relevant experience in financial services or client-facing roles

Why work in Scottsdale, AZ

Scottsdale, AZ is known for its beautiful desert landscapes, vibrant arts scene, and excellent dining options. The city offers a high quality of life with numerous recreational activities, making it an attractive place to live and work. With a growing economy and a strong community focus, Scottsdale provides ample opportunities for professional and personal growth.