Jackson

Sr. Advanced Planning Strategist

Jackson • $100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience required.
  • Advanced designation (such as CFP, CPA, CFA, or JD) required; JD preferred.
  • 5+ years of financial sales, estate planning, legal practice, consultation, or equivalent experience required.
  • FINRA SIE, FINRA Series 6 or 7 required.
  • Applicants without required registration(s) must obtain them within 90 days, with limited job functions until completion.

Responsibilities

  • Communicates complex retirement and wealth strategies to financial, legal, and tax professionals.
  • Regularly interfaces with financial professionals via phone and virtual meetings.
  • Leverages PowerPoint and marketing materials for effective sales presentations.
  • Collaborates with sales teams to prospect and close business.
  • Develops, reviews, and revises presentations, marketing materials, and white papers with the team.
  • Conducts research to support consulting activities and marketing material development.
  • Provides training to Sales Desk employees, external wholesalers, and other staff.

Benefits

  • Opportunities for professional development and training.
  • Collaborative work environment with a focus on team success.
  • Access to advanced tools and resources for effective presentations.
  • Potential for limited travel to engage with clients and partners.
Full Job Description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job Purpose

The Sr. Advanced Planning Strategist is responsible for consulting with and presenting to wholesalers, financial professionals, attorneys, and CPAs to support Jackson sales. Conducts research and develops marketing materials, presentations, and case illustrations.

Essential Responsibilities
  • Communicates complex retirement and wealth strategies to financial, legal and tax professionals and wholesalers.
  • Regularly interfaces with financial professionals through phone and virtual meeting software.
  • Effectively leverages PowerPoint and marketing materials to deliver sales presentations.
  • Interfaces with sales to help prospect and close business.
  • Works with team to develop, review, and revise presentations, marketing materials, and white papers.
  • Conducts research to support consulting activities and the development of marketing materials.
  • Provides training to Sales Desk employees, external wholesalers and other staff.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Strong verbal and written communications skills.
  • Strong presentation skills.
  • Solid relationship building and consultative sales skills.
  • Solid sales skills.
  • Outstanding research and analytical skills.
  • Ability to identify issues in complex fact patterns, and develop/articulate solutions to issues.
  • Limited travel may be required.

Qualifications
  • Bachelor's Degree or equivalent experience required.
  • Advanced designation (such as CFP, CPA, CFA, or JD) required. JD preferred..
  • 5+ years of financial sales, estate planning, legal practice, consultation, or equivalent combination of education and experience required.
  • FINRA SIE, FINRA Series 6 or 7 required.
  • Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained .

About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

Keep up to date with the latest career tips, insider perspectives, and industry-leading insights—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences.

Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
Industry
5 Year Trend
+12.1%

Similar Jobs

More Jobs at Jackson

More Finance & Insurance Jobs

Find similar Sr. Advanced Planning Strategist jobs: