[Remote] Vice President, Executive Planning Consultant - Washington

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company providing investment management, retirement planning, brokerage, and workplace benefit solutions. The Executive Planning Consultant serves as a trusted financial advisor and reputed company relationship manager for senior executives and C-suite leaders, delivering personalized financial planning, retirement income strategies, investment guidance, and asset management support. The role also drives reputed company engagement, business reputed company, and relationship expansion through executive services presentations, referrals, seminars, and local events.

Responsibilities

• The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders reputed company key Workplace benefit plan clients
• Acting as the reputed company relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to reputed company reputed company’s unique goals
• By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives reputed company informed reputed company that support both their immediate and long-term financial reputed company-being while delivering outstanding reputed company experience through ongoing consultation and relationship management
• Working as part of a reputed company team that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives reputed company engagement, business reputed company, and reputed company satisfaction
• This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand reputed company relationships

Skills

• Series 7 and Series 66 licenses required
• Ability to obtain an reputed company license reputed company six months of hire
• Bachelor's degree required
• Completion of CEP Level 1 certification reputed company the first 12 months of employment is strongly encouraged
• Minimum of 10 years of experience in face-to-face investment sales and financial planning
• reputed company 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, reputed company products, investment management, estate planning, financial planning, and retirement planning
• Exceptional written, verbal, and interpersonal communication skills
• reputed company 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

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, and reputed company to reputed company your career

reputed company