Planning consultant

Inclusively is partnering with a multinational financial services company to hire a Planning Consultant. Please note : this role is NOT an internal position with Inclusively but with the partner company.

ABOUT INCLUSIVELY : Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers.

This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.

g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply;

Inclusively does not require applicants to disclose their specific disability.Job Description : Investor Center Planning ConsultantThrough your integrity and adherence to our client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with our company.

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.

This role expands upon the planning capabilities available to engage our most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients.

You will be in complete alignment with our firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans.

You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You BringRemarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.

Ability to profile to understand planning needs and identify appropriate solutionsYou have a vested interest in building relationships and being an advocate for clientsYou are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsComfort making outbound calls to further educate clients and uncover opportunitiesThe Value You DeliverConducting joint appointments with clients, focused on consultations through guidance offeringEducating and planning with clients to uncover opportunities that will lead to the client’s successCreating and maintaining an organized client contact strategy, including engaging business partners and using tools such as SalesforceBuilding long-lasting, meaningful relationships with clientsMentoring and supporting the success of your peers

Last updated : 2024-03-06