Vice President Executive Planning Consultant

You will act as a trusted financial advisor to senior executives and C-suite leaders. You will provide financial planning, retirement income strategies, investment guidance, and asset management support. You will build client relationships, develop business through referrals and events, and grow assets under management.

Responsibilities

• Provide personalized financial planning and retirement income strategies
• Deliver investment guidance and asset management support
• Manage relationships with senior executives
• Present executive services offerings during business reviews
• Develop new opportunities through referrals, seminars, and local events
• Increase assets under management and expand client relationships
• Travel up to 50%

Requirements

• Series 7 license
• Series 66 license
• Insurance license within six months of hire
• Bachelor's degree
• Certified Financial Planner designation preferred
• CEP Level 1 certification within 12 months of employment strongly encouraged
• Minimum 10 years of face-to-face investment sales and financial planning experience
• Financial services sales
• Employee benefit plans
• High-net-worth client relationship management
• Brokerage services
• Insurance products
• Investment management
• Estate planning
• Financial planning
• Retirement planning
• Territory management
• Presentation
• Facilitation

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable-giving employee match program
• Student loan repayment
• Tuition reimbursement
• Learning resources