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

We believe by using your shown skills and ability to craft financial plans and cultivate relationships with top C-suite level executivesThe Ability Were Looking For Series 7, 63, 65 licenses required Insurance license to be obtained six months into role A four-year College diploma required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level one within 1st twelve months in role is strongly encouraged 10 yrs min of background with face-to-face investment sales and financial planning Validated sales background in the Financial Services industry Background working with senior-level executives and employee benefit plans A consistent work experience in generating sales and handling relationships with high net worth clients Demonstrated skill understanding a clients unique financial situation and ability to position appropriate solutions Ability to travel up to 50%+