Vice President, Executive Planning Consultant - Central Market

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Act as a trusted financial consultant to senior executives and C-suite leaders within primary Workplace benefit plan clients.

• Offer customized financial planning, retirement income strategies, investment advice, and asset management assistance tailored to clients’ specific objectives.

• Incorporate workplace benefits and plan features into all-encompassing financial strategies.

• Assist executives in making well-informed decisions that support their short-term and long-term financial health.

• Provide an exceptional client experience through continuous consultation and relationship management.

• Collaborate as part of a team that includes managing directors, relationship managers, and executive services associates.

• Promote client engagement, drive business growth, and enhance client satisfaction.

• Present executive services offerings during business review meetings.

• Develop new opportunities through referrals, seminars, and local events.

• Identify strategies to increase assets under management and strengthen client relationships.

⛳️ Requirements

• Possession of Series 7 and Series 66 licenses is mandatory.

• Capability to obtain an insurance license within six months of employment.

• A bachelor's degree is required.

• Certified Financial Planner (CFP®) designation is preferred.

• Completion of CEP Level 1 certification within the first 12 months of employment is highly encouraged.

• At least 10 years of experience in direct investment sales and financial planning.

• Proven success in sales within the financial services sector.

• Experience collaborating with senior executives and managing employee benefit plans.

• Demonstrated ability to develop new business and manage relationships with high-net-worth clients.

• Strong aptitude for assessing clients' distinct financial needs and recommending customized investment and planning solutions.

• Willingness and capability to travel up to 50% of the time.

• In-depth knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning.

• Exceptional written, verbal, and interpersonal communication abilities.

• Strategic thinker with the capacity to influence and advise executive-level decision-makers.

• Excellent presentation and facilitation skills in both individual and group contexts.

• Strong territory management skills with the ability to prioritize and execute multiple initiatives concurrently.

🏝️ Benefits

• Comprehensive health care coverage along with emotional well-being support.

• Leading retirement plans in the market.

• Generous paid time off and parental leave.

• Employee match program for charitable giving.

• Educational support including student loan repayment, tuition reimbursement, and resources for career development.