VP, Executive Planning Consultant - Northern/Central New Jersey - - (Millburn, NJ)

Use your proven skills and ability to create financial plansand cultivate relationships with top C-suite level executivesThe Ability We're Looking ForSeries 7, 63, 65 licenses requiredInsurance license must be obtained 6 mnths into roleA four-year College diploma requiredCertified Financial Planner (CFP) designation preferredObtaining CEP Level one within 1st 12 mons in role isstrongly encouraged10 years min of background with face-to-face investmentsales and financial planningAbility to travel up to 50%+The Purpose of Your RoleThe VP, Executive Planning Consultant will have theresponsibility for maintaining and nurturing relationships withsenior executives and management leaders of key Workplace benefitplan clients. In this capacity, the EPC will be the focal point forfinancial planning and guidance for a select group of executivesand be an integral part of a cross company team consisting of amanaging directors, relationship managers and executive servicesassociates.