Vice President, Executive Planning Consultant – Northeast Market

This is a fully remote position, open to applicants in Maine, +4 more states.

📋 Description

• Acts as a trusted financial advisor to senior executives and leaders in the C-suite within key Workplace benefit plan clients.

• Functions as the primary relationship manager for a select group of executives.

• Offers personalized financial planning, retirement income strategies, investment guidance, and asset management support to clients.

• Integrates workplace benefits and plan provisions into comprehensive financial plans.

• Assists executives in making informed decisions that promote both immediate and long-term financial well-being.

• Delivers an exceptional client experience through ongoing consultation and relationship management.

• Drives client engagement, business growth, and enhances client satisfaction.

• Presents executive services offerings during business reviews.

• Cultivates new opportunities via referrals, seminars, and local events.

• Identifies strategies to increase assets under management and expand client relationships.

⛳️ Requirements

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

• Must be able to obtain an insurance license within six months of hire.

• 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.

• A minimum of 10 years of experience in face-to-face investment sales and financial planning is necessary.

• Proven track record of sales success in the financial services industry.

• Experience with senior executives and employee benefit plans is essential.

• Demonstrated success in developing new business and managing relationships with high-net-worth clients.

• Strong capability to assess clients' unique financial needs and recommend customized investment and planning solutions.

• Willingness and ability to travel up to 50% is required.

🏝️ Benefits

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

• Market-leading retirement plans.

• Generous paid time off and parental leave policies.

• Charitable giving employee match program.

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