We are looking for a Planning Consultant to join a branch in Monterey, CA. This person will support 3-4 producers by creating and helping implement financial plans for clients within a specific geographical area. They will conduct pre/post appointment follow-ups and help advisors uncover new opportunities for clients. Each advisor has a book of business ranging from 300-400 households each, so this person needs to be detail-oriented and comfortable managing multiple tasks at a time.
Must Haves:
Salary: 80K-84K + 30K variable compensation
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