Vp Advanced Planning Jobs

Legal Opportunity with Highland Capital Brokerage
VP Advanced Planning
Location(s): All Locations and Remote
Role Type: Full Time
Summary
The VP Advanced Planning will be responsible for providing advanced case support to internal distribution platforms and advisors with an emphasis on taxation planning. This position will also be responsible for the development and implementation of educational content for advisors discussing tax law and taxation strategies relevant to wealth managers.
Responsibilities

• All other duties as assigned
• Develop advanced sales concepts
• Provide guidance to advisors seeking tax guidance related to financial planning or wealth management activities
• Design educational and training content to raise an advisor’s ability to address advanced planning concepts
• Interface with product sponsor advanced sales team to stay abreast of how we can help advisors leverage resources
• Create custom models or visuals for client situations to assist advisors in presenting solutions
• Skill in utilizing various software packages such as Microsoft Office, Outlook, Excel, etc.
• Coordinate with other Ladenburg subject matter experts in the areas of asset management, trust services, business planning, estate planning, and insurance planning to deliver comprehensive case support
• Deliver training via webinar or at conferences

Education Requirements

• Bachelor’s degree from an accredited university combined with a CFP designation is required

Basic Requirements

• Create and deliver presentations for sales meetings, webinars, and continuing education meetings
• 10+ years’ related experience in the securities industry with a working knowledge of most securities and insurance product categories
• Must be very effective in communicating and explaining these strategies with strong written and verbal skills, and the ability to communicate well in front of a group, and to individuals in-person and remotely
• Extensive knowledge of individual life insurance, annuity, trust, financial planning, executive benefit, and/or linked benefit products
• Ability to travel 25%
• 5+ years’ experience working in advanced markets at a product provider, independent broker-dealer, or independent RIA will be considered
• Partnership mindset with an aptitude for developing effective relationships with a wide variety of internal and external associates
• Knowledge of advanced sales concepts and planning strategies

Preferred Requirements

• Insurance licensure preferred
• JD degree is preferred
• Securities Industry Series 6 & 63 preferred

Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.