Financial Planning Instructional Designer

Job Description

The Financial Planning Partner (FPP) will report directly to the Director, Financial Planning. The FPP performs a critical role as the responsible party for assigned tasks requiring specialized knowledge within the Financial Planning department. The FPP directly supports the mission and vision of Financial Planning, and the work is defined by responsibility statements. Examples of this work may include tasks involving content development, financial planning tools, or advisor education. This individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions. This individual must also develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to maintain high standards for the resource material made available to the field. This individual works closely with Field Force Training, Advisor Operations, Marketing, and other home office departments to build exceptional financial planners through education, encouragement, service, and support.

Skills and Requirements

 Bachelor’s Degree, preferably in finance of business-related fields  Advanced credentials in financial planning strongly preferred (CFP, ChFC, CPA, etc.)

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.