Planning Consultant

This job description provides a comprehensive overview of the Planning Consultant role, including responsibilities, requirements, and benefits. However, it could benefit from improved formatting to enhance readability and focus on relevant information. Minor restructuring and clarification will make it more engaging and easier to understand.Below is a refined version with improved formatting:Job Title: Planning ConsultantLocation: Monterey, CASalary Range: $110,000.00/yr - $114,000.00/yrEmployment Type: Full-timeSeniority Level: Mid-Senior levelJob DescriptionWe are looking for a Planning Consultant to join our team in Monterey, CA. This role involves supporting 3-4 financial producers by creating and implementing financial plans for clients within a specific geographical area. Responsibilities include conducting pre/post appointment follow-ups and helping advisors uncover new opportunities. The ideal candidate must be detail-oriented and capable of managing multiple tasks, as each advisor manages a book of 300-400 households.Must Haves1-3 years of financial planning experienceExperience with planning and financial consultingActive Series 7 & Series 63 licenses (not expiring within 6 months), or Series 7, 63, and 65 licensesExperience selling financial services and assisting with tradesExperience creating financial plans for financial consultantsFamiliarity with planning softwareCharismatic personality and deadline-driven mindsetStrong relationship-building skillsBenefitsVision insuranceMedical insurancePension plan401(k)Referrals can double your chances of interviewing at Insight Global.Additional Opportunities in Monterey, CAPractice Builder/Senior Project Manager - Environmental Planning #J-18808-Ljbffr

Created: 2025-09-17