Financial Planning Consultant: Build Client Relationships

A leading financial services firm in Germantown seeks a Planning Consultant to enhance client interactions through effective financial planning. The ideal candidate will possess FINRA Series 7 & 63 licenses and have experience in financial services. You'll work alongside advisors to identify planning needs while building strong relationships with clients. This hybrid position allows a mix of onsite and remote work, ensuring you remain engaged with our clients. A commitment to mentoring peers and achieving success is essential. #J-18808-Ljbffr