Senior Vice President at BBVA responsible for defining sales strategies and maximizing client profitability. Collaborating with multidisciplinary teams to expand market share and achieve sales objectives.
SF
Hybrid VP, Regional Planning Consultant
Posted 5 months ago
About the role
- VP Regional Planning Consultant responsible for mentoring associates to enhance financial planning and consultative sales. Work with investor center associates in Palo Alto/Burlingame, CA for development support.
Responsibilities
- support investor center associates by reinforcing consultative selling principles
- impact associate development through focused coaching support in key foundational areas
- provide subject matter expertise on financial planning and investment solutions
- coordinate collaborative training to improve associates' skills
- support the introduction and implementation of appropriate product solutions in client appointments
Requirements
- sales experience in the financial service industry
- Series 7 & 63 licenses, with allowance 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 to develop your career
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