Vice President Global Advanced Wound Care Strategy at Convatec. Leading strategic initiatives and business development in Medtech industry with executive collaboration.
SF
Hybrid VP, Regional Planning Consultant
Posted 2 months ago
About the role
- VP Regional Planning Consultant responsible for mentoring associates to enhance financial planning and consultative sales. Work with investor center associates in Palo Alto/Burlingame, CA for development support.
Responsibilities
- support investor center associates by reinforcing consultative selling principles
- impact associate development through focused coaching support in key foundational areas
- provide subject matter expertise on financial planning and investment solutions
- coordinate collaborative training to improve associates' skills
- support the introduction and implementation of appropriate product solutions in client appointments
Requirements
- sales experience in the financial service industry
- Series 7 & 63 licenses, with allowance 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 to develop your career
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