Benefits and Planning Consultant - Northeast

What you’d do

Support executives through financial planning alongside Executive Planning Consultants, providing personalized guidance, deepening client relationships, and ensuring interactions meet compliance standards. Full time, work from home in Massachusetts. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Series 7 & 66 licensed or ability to acquire Series 66
• Appropriate state registrations
• Bachelor's degree preferred
• CFP and Certified Equity Professional encouraged
• No immigration sponsorship available