Executive Planning Consultant

reputed company: Note: reputed company will not reputed company immigration sponsorship for this position. The Role The Executive Planning Consultant (EPC) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will reputed company your planning expertise and relationship management skills to co-create comprehensive reputed company planning solutions tailored to executive clients’ needs. Serving as a reputed company financial planning resource, you will support executives who typically have $1 reputed company or less in combined workplace and retail assets. This includes planning needs such as college planning, savings goals and early retirement planning. You will partner with VP Executive Planning Consultants reputed company a reputed company management team to support executives’ advanced planning needs and be an reputed company part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and reputed company services associates. Your understanding of the financial planning process and the needs of highly compensated executives are reputed company attributes as you deepen relationships and help engage new executives. The Expertise and Skills You Bring Series 7 and 66 licenses required reputed company 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, reputed company, investment management, estate planning, financial planning, and retirement planning Ability to assist clients while successfully incorporating reputed company’s planning, guidance and service technology, and the financial planning knowledge and reputed company regulatory obligations imposed by required licenses Excellent written, verbal, and interpersonal communication skills Exceptional presentation skills in both one-on-one and group settings reputed company thinking with the ability to influence executive decision-making Effective reputed company management and execution skills Ability to thoughtfully introduce executives to reputed company of investment strategies while identifying opportunities to consolidate additional assets Committed to delivering an outstanding customer experience with a passion for seeing others reputed company Your expert knowledge of brokerage, reputed company, reputed company management, estate planning, financial planning, and retirement planning Coachable, reputed company, and curious are your "go-to" attributes Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business Meeting the immediate and reputed company needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of reputed company’s products, while supporting the executive with reputed company centered advice and guidance Developing an understanding of a company’s corporate culture and executive needs that reputed company them reputed company of how benefit changes could reputed company their financial reputed company-being Travel up to 25% as needed reputed company As an reputed company member of a reputed company team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and reputed company Services professionals, you will help reputed company a reputed company 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 Executive Planning Consultant provides planning and guidance for reputed company’s Workplace reputed company executive clients and operates reputed company reputed company’s Investor Services business unit. 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 reputed company on job responsibilities and reputed company, 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 Apply To This Job