Senior Securities & Markets professional at MUFG responsible for data stewardship and clarity. Collaborating with teams to improve the quality and usability of Securities & Markets data.
SF
Hybrid VP, Regional Planning Consultant
Posted 5 months ago
About the role
- Financial Planning Consultant supporting investor center associates in consultative selling. Developing sales associates through focused coaching and mentorship in financial planning practices and techniques.
Responsibilities
- Support investor center associates by reinforcing the principles of consultative selling
- Provide coaching in communication skills, product offering, and practice management techniques
- Develop sales associates through collaboration and mentoring
- Deliver financial service expertise through mentorship and development activities
Requirements
- Sales experience in the financial service industry
- Series 7 & 63 licenses (with study time to obtain Series 66 & Insurance licenses within 6 months of hire)
- CFP certification preferred
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
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