A large financial services firmHiring

Benefits and Planning Consultant, South Atlantic Region

  • USD 66,000 to 125,000 per year
  • Remote, United States
  • Full-time
  • Mid-level
  • Posted 6 days ago
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In one line

Consulting role helping executives with benefits and financial planning, working alongside planning consultants; onsite model, no immigration sponsorship.

About the role

Benefits and planning guidance for workplace plan executives is the core of the job. Client contact follows a structured strategy, with compliance and accuracy expected in every interaction and document.

At a glance

Pay
USD 66,000 to 125,000 per year
Remote scope
Remote, United States
Seniority
Mid-level
Employment
Full-time
Skills
Series 7, Series 66, Brokerage, Insurance, Estate planning, Retirement planning, Financial planning
Visa
No sponsorship
Posted
23 Oct 2026
Last checked
27 Oct 2026

What you will do

  • Support executives with personalized benefits and financial planning guidance
  • Work with executive planning consultants on a structured client contact plan
  • Keep interactions and paperwork compliant, and resolve complex client issues

What they look for

  • Series 7 and 66 licenses, or willingness to get Series 66 after hiring
  • Knowledge of brokerage, insurance, money management, estate and retirement planning
  • Track record of building relationships with highly paid executives

Nice to have

  • Bachelor's degree
  • Certified Financial Planner or Certified Equity Professional credential

Benefits

  • Health coverage, retirement benefits and paid time off

How Keywordise applies for you

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job aynrnkzuth
How to connect

Questions about this job

Is this job fully remote, and from where?

Yes. The posting lists Benefits and Planning Consultant, South Atlantic Region as a remote role for candidates in the United States.

What does this job pay?

The posting states USD 66,000 to 125,000 per year.

What experience is needed?

It is a mid-level role. The posting asks for: series 7 and 66 licenses, or willingness to get Series 66 after hiring; knowledge of brokerage, insurance, money management, estate and retirement planning; track record of building relationships with highly paid executives. Skills it names include Series 7, Series 66, Brokerage, Insurance.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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