About the role

  • Financial Planning Consultant supporting investor center associates in consultative selling. Developing sales associates through focused coaching and mentorship in financial planning practices and techniques.

Responsibilities

  • Support investor center associates by reinforcing the principles of consultative selling
  • Provide coaching in communication skills, product offering, and practice management techniques
  • Develop sales associates through collaboration and mentoring
  • Deliver financial service expertise through mentorship and development activities

Requirements

  • Sales experience in the financial service industry
  • Series 7 & 63 licenses (with study time to obtain Series 66 & Insurance licenses within 6 months of hire)
  • CFP certification preferred

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

Job title

VP, Regional Planning Consultant

Job type

Experience level

Lead

Salary

$124,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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