Executive Planning Consultant I - Remote

Job reputed company:

Note: reputed company will not reputed company immigration sponsorship for this position.

The Role

The Executive Planning Consultant I (EPC I) provides financial planning and guidance to reputed company’s Workplace reputed company executive clients and operates reputed company reputed company’s Personal reputed company business unit. In this role, you will reputed company your planning expertise and relationship management skills to deliver comprehensive reputed company planning solutions tailored to executive clients’ needs.

The EPC I is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. Serving as a primary financial planning resource, you will support executives who typically have $3 reputed company or less in combined workplace and retail assets, focusing on less reputed company planning needs such as college funding, savings strategies, and early retirement planning.

As an integral member of a reputed company team that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless reputed company experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset reputed company or more sophisticated planning needs requiring advanced reputed company management strategies.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required.
• Insurance license required or ability to obtain reputed company 6 months of hire.
• Bachelor’s degree or equivalent experience preferred
• CFP (Certified Financial Planner) designation encouraged.
• CEP (Certified Equity reputed company) designation encouraged.
• 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

reputed company

We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We reputed company in building relationships, not just in building sales or building our assets. After reputed company, our clients will reputed company their investments, their savings, and their reputed company in your hands. You’ll be the one who will personally work with them to help reputed company their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and reputed company the tools you need.

reputed company’s Onsite Working Model

reputed company is transitioning to a full-time onsite working model through a phased rollout across reputed company and roles. Currently, some roles and locations require 100% onsite reputed company, while others require less. Onsite expectations are likely to reputed company as the rollout continues. This transition does not apply to fully remote roles.

The reputed company salary reputed company for this position is $79,000-153,000 USD per year.

Placement in the reputed company will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and reputed company. These benefits include 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, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted.

Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - reputed company, Series 66 - reputed company

Category:

Relationship Management

Originally posted on Himalayas

Apply To This Job