Charitable Planning Consultant

October 10

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Central India's leading talent sourcing and search firm for PAN India Hiring Support, Integrated HR Solutions Provider • Data Analytics Recruitment • Skill Mapping • IB Hiring • Audit Hiring

201 - 500

Description

• Engage with advisors to increase their knowledge of Donor Advised Funds. • Build relationships with advisors and partners in philanthropy. • Collaborate with advisors of current and future donors.

Requirements

• Proven sales or fundraising track record. • Interest/exposure to philanthropy, charitable fundraising and planned giving a plus. • 10+ years Financial Service intermediary sales experience preferred. • B.A. or B.S. degree required, CFP and/or CAP preferred. • Strong interpersonal, communication, and networking skills. • Public speaking experience and skills. • Solid time, territory management, and organizational skills to improve efficiency and productivity within region.

Benefits

• Comprehensive health care coverage and emotional well-being support. • Market-leading retirement. • Generous paid time off and parental leave. • Charitable giving employee match program. • Educational assistance including student loan repayment, tuition reimbursement, and learning resources.