VP, Executive Planning Consultant - Cleveland, OH/Covington, - (Cincinnati, OH)

We believe by using your shown skills and ability to craft financial plans and cultivate relationships with top C-suite level executivesThe Ability We're Looking ForSeries 7, 63, 65 licenses requiredInsurance license to be obtained six months into roleA four-year College diploma requiredCertified Financial Planner (CFP) designation preferredObtaining CEP Level one within 1st twelve months in role is strongly encouraged10 years min of background with face-to-face investment sales and financial planningValidated sales background in the Financial Services industryExperience working with senior-level executives and employee benefit plansA consistent work experience in generating sales and handling relationships with high net worth clientsDemonstrated background understanding a client's unique financial situation and ability to position appropriate solutionsAbility to travel up to 50%+The Purpose of Your RoleYou will have the responsibility for maintaining and nurturing relationships with senior executives and