Vice President, Executive Planning Consultant - Southern CA, & CO

What you’d do

Serve as a financial advisor and relationship manager for senior executives and C-suite leaders at Workplace benefit plan clients, providing financial planning, retirement income strategies, investment guidance and asset management. Full time, work from home in Southern CA, CO or AZ. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Series 7 and Series 66 licenses
• Bachelor's degree
• Insurance license within six months of hire
• CEP Level 1 certification within first 12 months
• CFP designation preferred