VP, Regional Planning Consultant
Brea, California, United States of America
Full Time
3 days ago
$118,000 - $226,000 USD
No Visa Sponsorship
Key skills
CommunicationSales
About this role
Role Overview
- impact associate development through focused coaching support
- coaching on communication skills, product offering, and practice management techniques
- provide subject matter expertise on financial planning and investment solutions
- coordinate with branch management for collaborative training to associates
- encourage the growth of branch associates
Requirements
- sales experience in the financial service industry
- Series 7 & 63 licenses required; must 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 to develop your career