Vice President, Executive Planning Consultant - Central Market

Location: Remote - US based candidates only, no visa sponsorship available

About the role

This role will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Serve as primary relationship manager for executive clients
• Develop personalized financial planning and investment strategies
• Cultivate new business through referrals and local events
• Present executive services offerings during business reviews
• Drive client engagement and satisfaction
• Identify growth opportunities to increase assets under management
• Collaborate with a team to support client needs

Requirements

• Series 7 and Series 66 licenses required
• Bachelor's degree required
• Minimum of 10 years in investment sales and financial planning
• Proven sales success in financial services
• Experience with senior executives and benefit plans

Skills

• Strong strategic thinking and relationship management
• Exceptional communication and presentation abilities

Pay

$96,000 – $210,000 annually

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including tuition reimbursement and student loan repayment