Financial Planning Specialist
4 days left
- CFP® Certification
Our Financial Planning Specialists are recognized experts in their respective business units regarding fee for service financial planning as marketed, delivered, and supported by Level Four Advisory Services.
The Planning Specialist’s primary responsibility is to drive the growth of financial planning revenue for their business unit.
This is accomplished by working directly with the Planning Team at national headquarters to:
Develop fee for service planning contracts
Communicate and promote the Level Four Planning Process value proposition, differentiation and proactive focus
Work with our CPA partners and other centers of influence to add value to key client relationships
Assure coordination between Practice Director and Business Unit Leader (BUL) business plans
and financial goals
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