Careers
The Advanced Planning Consultant serves as a trusted financial planning resource for a network of independent financial advisors, helping them navigate complex planning opportunities for high-net-worth clients. This consultative role involves evaluating client goals, developing holistic strategies across investments, taxation, estate planning, and insurance, and presenting solutions to advisors and clients. The position requires collaborating with internal and external professionals to create comprehensive wealth management solutions.
Headquarters
London, England, United Kingdom
We work with schools, colleges and employers to help <span class='text--teal'>every</span> young person find their <span class='text--orange'>best</span> next step.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Careers.
Careers didn’t post a salary, so this is our estimate from similar listings.
3% above the average for this role