Sr. Consultant, Fee Based Planning Implementation
Core
Senior consultant guiding advisors and teams to implement practical, compliant, and scalable fee-based financial planning services.
Role type
Senior IC financial planning implementation consultant
Builds
Adoption of fee-for-service advice models, self-service resources, and informal learning opportunities for advisors
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning process expertise, wealth management knowledge, fee-for-advice service implementation, organizational management, advisor-facing communication, cross-functional partnership
Preferred skills
Financial planning consulting experience, familiarity with fee-based business models and agreements, operations and compliance knowledge, virtual session facilitation
Technologies
MS Office, AI tools
Responsibilities
Respond to advisor questions on launching and scaling fee-based planning services; Serve as a resource for policies, procedures, and platform guidance; Build and maintain self-service resources and lead informal learning sessions; Partner with training, compliance, and product teams to improve advisor experience
Seniority
Senior, hands-on IC
