Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 22 days ago

Financial Planning Consultant

ebhu.fa.us2.oraclecloud.com/CX58 open roles

Pay
$113,000 – $148,000 a year
Where
San Diego, CA, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Planning Consultantebhu.fa.us2.oraclecloud.com/CX · San Diego, CA, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ebhu.fa.us2.oraclecloud.com/CX's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

9.0% of postings close within 7 days. Measured by our own scanner across the market. ebhu.fa.us2.oraclecloud.com/CX postings stay open a median of 5 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.9%3 days
  3. 9.0%7 days
  4. 15.5%14 days
  5. 34.0%30 days
This job: posted 22 days ago

ebhu.fa.us2.oraclecloud.com/CX median: 5 days open

The posting

Job Description

As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then translate those concepts into clear guidance and actionable business outcomes.

This is a high-impact role focused on consultation, education, and decision support. It does not primarily involve creating financial plans, performing operational execution, or serving as a software help desk.

What You Will Do

Advanced Technical Planning Education, Consultation & Advisor Enablement

  • Serve as a firm-wide technical financial planning resource across retirement income, Social Security, IRAs and qualified plans, tax-aware planning, estate and wealth transfer planning, charitable strategies, business-owner planning, risk management, insurance, annuities, and other complex planning disciplines.
  • Research, interpret, and communicate complex planning concepts, regulatory developments, tax law changes, and industry trends in clear, practical, advisor-ready language.
  • Help advisors evaluate alternatives, understand tradeoffs, identify planning opportunities, and strengthen client relationships through more confident planning conversations.
  • Create educational content, technical guidance, and advisor resources that can be applied in client conversations and planning engagements.

Practice Growth, Planning Adoption & Business Outcomes

  • Help advisors build and scale planning-centric businesses by integrating financial planning into the client experience, service model, and value proposition.
  • Coach advisors on communicating planning value, identifying opportunities, and incorporating planning strategies into client engagement processes.
  • Build advisor confidence in delivering and monetizing planning services, including fee-for-service models and ongoing planning relationships.
  • Connect technical planning expertise to measurable business outcomes by aligning strategies, client opportunities, and firm resources to drive adoption and growth.

Planning Solutions & Advisor Outcomes

  • Leverage technical expertise, internal partnerships, and specialized resources to help advisors move from planning concepts to implementation strategies and measurable client impact.
  • Partner with Foundational Planning, Financial Plan Design, Advanced Planning, Trust, Tax, Retirement Income, Insurance, and other specialized groups to provide timely support.
  • Escalate complex or specialized cases to the appropriate subject-matter experts while helping advisors understand available solutions and next steps.
  • Capture recurring advisor questions, emerging trends, and common technical themes to inform future education, training, knowledge management, and scalable support.

What You Need to Have

  • 8+ years of experience in financial planning, wealth management, or advisor-facing consulting roles.
  • CFP® or CPWA® designation required.
  • Demonstrated technical knowledge across multiple planning disciplines, including retirement income, Social Security, IRAs and qualified plans, tax-aware planning, estate and wealth transfer, charitable planning, businessowner and succession planning, stock options, insurance, and annuities.
  • Ability to research, interpret, and explain planning concepts, rules, and strategy tradeoffs in a clear, practical, advisor-ready manner.
  • Strong judgment in distinguishing general planning education from client-specific advice, tax or legal advice, plan construction, tool support, and product recommendations.
  • Excellent verbal and written communication skills, including the ability to create simplified advisor explanations and technical internal reference materials.
  • Ability to manage multiple concurrent advisor engagements and collaborate across regional teams, planning, compliance, legal, tax, trust, insurance, and other subject-matter groups.

What is nice to have

  • ChFC®, CLU®, RICP®, CPA/PFS, JD, LL.M., CEPA, or a similar advanced planning-related credential.
  • Experience supporting financial advisors in a home-office, planning center, RIA, broker-dealer, family office, trust, tax, estate, or advisor education environment.
  • Experience creating advisor education, technical briefs, FAQs, webinars, job aids, or planning guidance materials.
  • Comfort with planning research tools, financial planning software concepts, tax-planning tools, estate-planning platforms, and knowledge-management systems.

The base annual salary range for this role is $113,000-$148,000 (Dallas) / $125,000-$148,000 (San Deigo), plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against ebhu.fa.us2.oraclecloud.com/CX's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on ebhu.fa.us2.oraclecloud.com/CX's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    ebhu.fa.us2.oraclecloud.com/CX's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.