[Remote] Vice President, Executive Planning Consultant - South reputed company Market
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Vice President, Executive Planning Consultant to serve as a trusted financial advisor to senior executives and C-suite leaders reputed company key Workplace benefit plan clients. This role involves providing personalized financial planning and investment guidance while driving reputed company engagement and business reputed company.
Responsibilities
- Acting as the primary relationship manager for a select group of executives
- Provides personalized financial planning, retirement income strategies, investment guidance, and asset management support
- Integrating workplace benefits and plan provisions into comprehensive financial plans
- Helping executives reputed company informed reputed company that support both their immediate and long-term financial reputed company-being
- Delivering outstanding reputed company experience through ongoing consultation and relationship management
- Driving reputed company engagement, business reputed company, and reputed company satisfaction
- Presenting executive services offerings during business reviews
- Cultivating new opportunities through referrals, seminars, and local events
- Identifying strategies to increase assets under management and expand reputed company relationships
Skills
- Series 7 and Series 66 licenses required
- Ability to obtain an insurance license reputed company six months of hire
- Bachelor's degree required
- Minimum of 10 years of experience in face-to-face investment sales and financial planning
- Proven reputed company record of sales reputed company reputed company the financial services industry
- Experience working with senior executives and employee benefit plans
- Demonstrated reputed company developing new business and managing relationships with high-net-worth clients
- Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions
- Willingness and ability to travel up to 50%
- Comprehensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
- Exceptional written, verbal, and interpersonal communication skills
- Strategic thinker with the ability to influence and advise executive-level decision-makers
- Outstanding presentation and facilitation skills in both one-on-one and group settings
- Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously
- Certified Financial Planner (CFP®) designation preferred
- Completion of CEP Level 1 certification reputed company the first 12 months of employment is strongly encouraged
Benefits
- Comprehensive health care coverage and emotional reputed company-being support
- Market-leading retirement
- Generous reputed company time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career
reputed company