Executive Planning Consultant I - Remote

What you’d do

Build and maintain relationships with executives and management leaders at workplace benefit plan clients, co-creating wealth planning solutions covering college planning, savings goals and early retirement. Full time, remote. 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 ability to obtain within 6 months
• Experience working with executives and employee benefit plans
• Bachelor's degree or equivalent experience preferred
• No immigration sponsorship available