Vice President, Executive Planning Consultant - Southeast Market

About the role

The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.

Responsibilities

• Working as part of a collaborative team that includes managing directors, relationship managers, and executive services associates to drive client engagement, business growth, and client satisfaction.
• Presenting executive services offerings during business reviews.
• Cultivating new opportunities through referrals, seminars, and local events.
• Identifying strategies to increase assets under management and expand client relationships.

Qualifications

• Series 7 and Series 66 licenses required.
• Ability to obtain an insurance license within six months of hire.
• Bachelor's degree required.
• Certified Financial Planner (CFP®) designation preferred.
• Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged.
• Minimum of 10 years of experience in face-to-face investment sales and financial planning.
• Proven track record of sales success within the financial services industry.