Vice President, Executive Planning Consultant

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🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – 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

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• 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

🎯 Requirements

• 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%+

🏖️ Benefits

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