Data Management Lead in Life Sciences consulting, driving strategic client engagement and technology solutions at EXL. Overseeing proposals, account management, and team development for growth.
SF
Hybrid VP, Regional Planning Consultant
Posted 5 months ago
About the role
- Regional Planning Consultant mentoring associates in financial planning and supporting their development in a collaborative environment. Delivering financial service expertise through coaching and training efforts.
Responsibilities
- help advisors build their business through a culture of planning by mentoring and encouraging associates
- impact associate development through focused coaching support in key foundational areas
- provide subject matter expertise on a broad range of financial planning and investment solutions
Requirements
- sales experience in the financial service industry
- Series 7 & 63
- 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
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