About this role

maintaining and nurturing relationships with senior executives and management leaders
focal point for financial planning and guidance for a select group of executives
part of a cross company team consisting of managing directors, relationship managers and executive services associates
consistently deliver high levels of customer satisfaction
grow the PWI business in their region
build plan-level opportunities
driving crossover relationships

Series 7, 63, 65 licenses required
Insurance license to be obtained 6 months into role
A four-year College degree required
Certified Financial Planner (CFP) designation preferred
Obtaining CEP Level 1 within first 12 months in role is strongly encouraged
10 years minimum of experience with face-to-face investment sales and financial planning
Validated sales experience in the Financial Services industry
Experience working with senior-level executives and employee benefit plans
A consistent track record in generating sales and handling relationships with high net worth clients
Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions
Ability to travel up to 50%+

Vice President, Executive Planning Consultant

Key skills