About the role

  • 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

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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