Vice President Executive Planning Consultant Lakes Region

You will serve as a trusted financial advisor to senior executives, delivering personalized financial planning, retirement income strategies, investment guidance, and asset-management support. You will manage executive relationships, present services, cultivate opportunities through referrals and events, and grow client assets and relationships.

Responsibilities

• Provide personalized financial planning and investment guidance
• Manage relationships with senior executives
• Integrate workplace benefits into comprehensive financial plans
• Present executive services during business reviews
• Cultivate opportunities through referrals seminars and local events
• Increase assets under management and expand client relationships
• Travel up to 50%

Requirements

• Ability to obtain and maintain FINRA Series 7 and Series 66 registrations
• Ability to obtain an insurance license within six months of hire
• Bachelor's degree
• Minimum 10 years of face-to-face investment sales and financial planning experience
• Financial services sales experience
• Experience with senior executives and employee benefit plans
• Experience developing new business and managing high-net-worth client relationships
• Knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
• Territory management
• Presentation and facilitation
• Communication skills

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