Planning Consultant Salary at Southcomm Inc BETA

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. Job Details: Frazier & Deeter is currently looking for a Passthrough Tax Principal to join our growing team of professionals. The Passthrough Tax Principal will collaborate closely with partners, staff, and clients, taking responsibility for planning, supervising, reviewing, and completi

This role can sit anywhere in the US as long as it is near an Accenture Corporate Office We Are: Looking to be part of a transformational digital engineering and manufacturing practice? How about an opportunity to help world-class clients solve their biggest challenges and create products and services that customers love - quickly, efficiently and sustainably? Industry X combines Accentures powerful digital capabilities with deep engineering and manufacturing expertise. We use the power of data and digital to help our clients reimagine the products they make, and how they make them. By connecting engineering and manufacturing operations every step of the way - from how products are designed and engineered, sourced and supplied, manufactured, to how they are serviced and renewed, we help them achieve greater productivity, drive growth and meet their sustainability commitments. Find out more about Industry X. (https://www.accenture.com/us-en/services/digital-engineering-manufacturing-ind

Overview: WHO are we looking for? CAPTRUST is seeking a Senior Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Senior Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, among others: Responsibilities: Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset move

Job Description Overview: We are seeking a highly motivated and results-driven Life Insurance Sales Representative, who would like to make $45000-$175000, to join our dynamic team. As a Commission-Only Life Insurance Sales Representative, you will be responsible for promoting and selling life insurance policies to clients, helping them secure their financial future and protect their loved ones. The ideal candidate will possess excellent communication skills, a strong understanding of life insurance products, and a passion for helping others achieve financial security. Key Responsibilities: Prospect, cultivate, and maintain a pipeline of potential clients through various channels such as cold calling, networking events, referrals, and online leads. Conduct thorough needs analysis to understand clients' financial goals, risk tolerance, and insurance needs. Educate clients on the different types of life insurance policies available and tailor solutions to meet their specific requirements.

Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We are currently seeking a Treasury Management Consultant (TMC) that will be responsible for generating new revenue and developing full-service TM relationships with new and existing clients in an assigned commercial banking segment. Externally Facing TMCs partner with Commercial Relati

Overview: Legacy Investment Planning seeks a motivated and competent individual to elevate our firm’s financial planning/consulting services and investment management. Title: Financial Planning Associate Position: Full-Time Location: Franklin, Tennessee Preferred Licenses/Credentials: ● Series 7 and 66 securities licenses ● Life and health insurance licenses ● CFP, CPA, or other advanced credentials Roles/Responsibilities: ● Financial Planning/Consulting ○ Assist with Plan Development & Implementation ○ Preparation of Financial Planning Reports & Client Data Input ○ Creation of Plan Deliverables ○ Assist with Compliance Approval and Requirements ● Advisor Support ○ Prepare Documentation & Reports for Client Review Meetings ○ Collaboration and Best Practices w/ Advisor Team Compensation/Benefits ● Salary: Depends on experience and credentials ● Bonus opportunities ● Benefits: 401(k) with 3% employer contribution

FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industrys largest in-house ERISA teams. Learn more at FuturePlan.com. **Section 1: Position Summary** Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. ***We have several openings for this role.*** **Section 2: Job Functions, Essential Duties and Responsibilities** + Ability to successfully complete and

Come join the world's leading professional services firm where you will be heavily engaged on assisting employers manage the tax complexities associated with all aspects of employee remuneration for the Global Employer Services (GES) business in Deloitte Tax. This includes an emphasis on providing consultative services during all phases of a corporate transaction lifecycle. If you are prepared and poised to take the next step in your career where you can help drive strategic initiatives across a global business platform, we want to talk to you. The time is now for you to fulfill your greatest potential and reap the rewards of your significant efforts! Recruiting for this role ends on May 30th 2025. Work you'll do + Apply your experience in areas such as Global Pensions, Employment Tax, Global Equity, Executive Compensation, Retirement and Welfare Benefit Plan Consulting and Reporting, Transactions and (ACA) Affordable Care Act to identify and consult on tax and technical issues. + Mana