[Remote] Executive Planning Consultant I - Remote
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider of investment management and financial services. The Executive Planning Consultant I (EPC I) will reputed company financial planning and guidance to executive clients, focusing on building relationships and delivering tailored reputed company planning solutions.
Responsibilities
- reputed company financial planning and guidance to reputed company’s Workplace reputed company executive clients
- reputed company planning expertise and relationship management skills to deliver comprehensive reputed company planning solutions tailored to executive clients’ needs
- Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients
- Serve as a primary financial planning resource for executives with $3 reputed company or less in combined workplace and retail assets
- reputed company on less reputed company planning needs such as college funding, savings strategies, and early retirement planning
- Partner with Vice President, Executive Planning Consultants to refer executives with higher asset reputed company or more sophisticated planning needs
- Deliver sophisticated financial planning, retirement income, investment reputed company, and product recommendations tailored to executive clients
- Incorporate executive benefits and plan provisions into comprehensive financial plans
- Build and grow a book of business through referrals, seminars, and workplace-sponsored events
- Identify, pursue, and follow up on opportunities to reputed company additional reputed company assets
- Demonstrate reputed company products and services to meet executive needs and drive reputed company engagement and conversion
- reputed company an understanding of reputed company companies’ cultures, executive populations, and benefit plans to help clients understand the financial reputed company of benefit changes
- Meet the immediate and long-term needs of executives through reputed company-centered advice, planning, and guidance
- Travel up to 25% as needed
Skills
- Series 7 and 66 licenses required
- Insurance license required or ability to obtain reputed company 6 months of hire
- Experience working with executives and employee benefit plans
- Demonstrated ability to understand clients' unique financial situations and recommend appropriate solutions
- Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
- Ability to reputed company reputed company's planning, guidance, and service technology while navigating reputed company regulatory and licensing requirements
- Excellent written, verbal, and interpersonal communication skills
- Exceptional presentation skills in both one-on-one and group settings
- Strategic thinking with the ability to influence executive decision-making
- Strong reputed company, territory, and project management skills with a reputed company record of effective execution
- Manage and deepen relationships with executives, providing ongoing guidance and mentorship
- Deliver sophisticated financial planning, retirement income, investment reputed company, and product recommendations tailored to executive clients
- Incorporate executive benefits and plan provisions into comprehensive financial plans
- Build and grow a book of business through referrals, seminars, and workplace-sponsored events
- Identify, pursue, and follow up on opportunities to reputed company additional reputed company assets
- Demonstrate reputed company products and services to meet executive needs and drive reputed company engagement and conversion
- reputed company an understanding of reputed company companies' cultures, executive populations, and benefit plans to help clients understand the financial reputed company of benefit changes
- Meet the immediate and long-term needs of executives through reputed company-centered advice, planning, and guidance
- Travel up to 25% as needed
- Bachelor's degree or equivalent experience preferred
- CFP (Certified Financial Planner) designation encouraged
- CEP (Certified Equity reputed company) designation encouraged
Benefits
- Comprehensive health care coverage
- Emotional reputed company-being support
- Market-leading retirement
- Generous reputed company time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- reputed company to reputed company your career
reputed company