VirtualVocations
via Talent.com
CFP Financial Planning Consultant
Compensation
$40K - 70K a year
Responsibilities
Assist financial advisors with financial planning and client onboarding, and promote financial planning awareness.
Requirements
Requires 5+ years in personal financial counseling, CFP certification, and knowledge of financial planning software like eMoney.
Full Description
A company is looking for an Assistant Vice President, Financial Planning Practice Management Consultant. Key Responsibilities Consult with financial advisors on financial planning to enhance adoption and efficiency Implement a disciplined outreach strategy to promote financial planning awareness Provide onboarding support and collaborate with internal business partners Required Qualifications 5+ years of experience in personal financial counseling within a professional services or financial planning environment 5+ years in a related sales or consulting role CFP certification required Strong knowledge of financial planning software, particularly eMoney Securities licenses 7, 63, 65, 66 preferred
This job posting was last updated on 12/24/2025
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