Advanced Planning Director
Jackson
full-time
Posted on:
Location Type: Hybrid
Location: Nashville • Tennessee • United States
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Salary
💰 $150,000 - $171,000 per year
Job Level
About the role
- Support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies
- Act as a consultant and liaison to the sales force
- Mentor and train staff members
- Communicate Advanced Strategies concepts to wholesalers and representatives
- Develop marketing materials and presentations
- Conduct research to support consulting activities
Requirements
- Bachelor's Degree required
- Master's Degree or advanced degree or certification preferred (JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA)
- 8+ years experience in financial services sales or consultation required
- Securities Industry Essentials (SIE) required
- FINRA Series 6 or 7 required
Benefits
- Health benefits
- 401(k) plan with generous matching
- Compensated personal time off
- Holidays
- Participation in annual bonus program
- Eligibility for long-term incentives program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services salesconsultationretirement planningwealth planningmarketing materials developmentpresentation skillsresearch skills
Soft Skills
mentoringtrainingcommunicationconsulting
Certifications
Bachelor's DegreeMaster's DegreeJDLLMCFPMBACPACIMACAIACFA