Planning Consultant: Build Lifetime Client Relationships

A financial services firm is looking for a Planning Consultant in Pennsylvania to provide a world-class planning experience and deepen client relationships. The ideal candidate will have financial planning knowledge and skills to profile client needs. Responsibilities include conducting client consultations, educating clients, and maintaining a client contact strategy. This full-time role offers a stable salary and benefits, with a hybrid work arrangement requiring occasional office presence. #J-18808-Ljbffr