Sr. Advanced Planning Strategist
Jackson Laboratory
Nashville, TN · Posted October 5, 2026
Just laid off? Start here: a plan for the first weeks
See every open role at Jackson Laboratory
More in Tennessee job market
More roles at Jackson Laboratory
- Regional Planning Director · Nashville, TN
- Internal Auditor · Lansing, MI
- Sr. HR Data & Insights Consultant · Lansing, MI
- Security Automation Engineer · Lansing, MI
- Administrative Assistant, Insurance Legal & Compliance · Lansing, MI
- Operations Manager, People & Performance · Lansing, MI
Similar jobs
- Senior Experiential Strategist · Vox Media · New York, NY
- Lead Deployment Strategist, Future Platforms | Housing · EliseAI · New York, NY
- Deployment Strategist, Future Platforms | Housing · EliseAI · New York, NY
- Manager, Paid Search · Quince
- Principal Strategist, Ad Measurement · Mntn
- Social Media Specialist · Groupon · Chicago, IL
Where Nashville, TN ranks
Where Nashville, TN placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #2Cities hosting the most business conferences in the Southeast54 conferences · of 21
- #2Cities hosting the most accounting & audit conferences6 conferences · of 14
- #3Cities hosting the most finance conferences8 conferences · of 24
- #4Cities hosting the most staffing & human capital conferences3 conferences · of 8
- #4Cities hosting the most executive leadership conferences6 conferences · of 25
- #4Cities hosting the most human resources conferences4 conferences · of 10
How AI is used in this kind of work
Among market research analysts and marketing specialists, AI is already used for a large share of the tasks. Measured exposure for market research analysts and marketing specialists: 65% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
Say which you have and which you want to build. We use it to match you to jobs like this one.
About the job
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), or ability to obtain a CFP within 24 months of hire date 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 .
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.