VP, Regional Planning Consultant- Santa Monica/ Santa Barbara, CA
About The Position
Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques. Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books. Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.
Requirements
- We ask that you have sales experience in the financial service industry
- We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
- Your planning skills and in-depth knowledge of financial product offerings
- You are confident in front of an audience of any size and have impressionable public speaking skills
- Your unparalleled desire to coach and impact others' results
- You are an approachable leader with the ability to effortlessly influence others
Nice To Haves
- CFP certification preferred
Responsibilities
- Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
- Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
- You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
- Leading by example and demonstrating organized preparation and effective follow up skills
- Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
Benefits
- We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.
- These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
