Vice President, Executive Planning Consultant - Southeast Market

For our client, we are seeking a Vice President, Executive Planning Consultant - Southeast Market to join the team of a leader in the Finance & Insurance space. This remote leadership role will focus on serving senior executives and C-suite leaders with personalized financial planning and retirement income strategies. The position is centered on building trusted advisory relationships, deepening client engagement, and helping grow assets through referrals, executive reviews, and tailored planning solutions. The ideal candidate will bring a strong background in face-to-face investment sales and financial planning, along with the ability to assess unique financial needs and position solutions that support long-term client outcomes. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $160,000 – $200,000 annually Responsibilities Serve as the primary financial advisor to senior executives and C-suite leaders Provide personalized financial planning and retirement income strategies Drive client engagement and business growth through relationships and referrals Present executive services and conduct business reviews Identify strategies to increase assets under management 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 Minimum of 10 years of experience in face-to-face investment sales and financial planning Proven track record in sales success Strong ability to assess clients' unique financial needs Benefits Collaborative team environment with supportive colleagues Access to comprehensive financial tools and resources Opportunity to work closely with senior executives Chance to influence high-net-worth client decisions Commitment to client relationship building over sales targets Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.