Vice President, Executive Planning Consultant – Central Market

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🔥 2 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $96k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Skillventory is a leading talent research firm and consultancy based in Central India, specializing in staffing and recruitment services across the country. Established in 2008, it has effectively assisted over 20,000 job seekers and provides a wide range of HR solutions, including executive search, recruitment process outsourcing (RPO), skill mapping, and integrated HR services. With a presence in six major Indian cities, Skillventory caters to various industries, combining data analytics with expertise in diverse fields such as banking, finance, IT, and healthcare to offer customized and efficient recruitment solutions.

📋 Description

• serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients • acting as the primary relationship manager for a select group of executives • provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals • helps executives make informed decisions that support both their immediate and long-term financial well-being • delivering outstanding client experience through ongoing consultation and relationship management • drives client engagement, business growth, and client satisfaction • presents executive services offerings during business reviews • cultivates new opportunities through referrals, seminars, and local events • identifies strategies to increase assets under management and expand client relationships

🎯 Requirements

• Series 7 and Series 66 licenses required • Ability to obtain an insurance license within six months of hire • Bachelor's degree required • Certified Financial Planner (CFP®) designation preferred • Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged • Minimum of 10 years of experience in face-to-face investment sales and financial planning • Proven track record of sales success within the financial services industry • Experience working with senior executives and employee benefit plans • Demonstrated success 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%

🏖️ Benefits

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources