Executive Planning Consultant I - Remote

What you’d do

Provide financial planning and guidance to Workplace Investing executive clients with up to $3 million in combined assets, focusing on college funding, savings strategies, and early retirement planning. Full-time remote role in Texas. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Series 7 and 66 licenses
• Insurance license or obtain within 6 months
• Bachelor's degree or equivalent experience preferred
• CFP designation encouraged
• Relationship management skills