Vice President, Executive Planning Consultant - Central South

What you’d do

Serves as a financial advisor and relationship manager for senior executives at workplace benefit plan clients, providing personalized financial planning, retirement income strategies, investment guidance, and asset management. Full time, work from home. Found on the employer's careers page on Oct 17, 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