Vice President, Executive Planning Consultant - South Atlantic Market

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. Working as part of a collaborative team that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives client engagement, business growth, and client satisfaction. This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand client relationships.

Responsibilities

Serve as a trusted financial advisor to senior executives and C-suite leaders; Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support; Act as primary relationship manager for a select group of executives; Integrate workplace benefits and plan provisions into comprehensive financial plans; Deliver outstanding client experience through ongoing consultation and relationship management; Drive client engagement, business growth, and client satisfaction; Present executive services offerings during business reviews; Cultivate new opportunities through referrals, seminars, and local events; Identify strategies to increase assets under management and expand client relationships

Requirements

Series 7 and Series 66 licenses required; Ability to obtain an insurance license within six months of hire; Bachelor's degree required; 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; Experience working with senior executives and employee benefit plans; Demonstrated success developing new business and managing relationships with high-net-worth clients; Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions; Willingness and ability to travel up to 50%; Comprehensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning; Exceptional written, verbal, and interpersonal communication skills; Strategic thinker with the ability to influence and advise executive-level decision-makers; Outstanding presentation and facilitation skills in both one-on-one and group settings; Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously

Nice to have

Certified Financial Planner (CFP®) designation preferred; Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged

Benefits

Comprehensive health care coverage; 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; bonus or other variable compensation