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
- Regional Planning Consultant mentoring associates in financial planning and supporting their development in a collaborative environment. Delivering financial service expertise through coaching and training efforts.
Responsibilities
- help advisors build their business through a culture of planning by mentoring and encouraging associates
- impact associate development through focused coaching support in key foundational areas
- provide subject matter expertise on a broad range of financial planning and investment solutions
Requirements
- sales experience in the financial service industry
- Series 7 & 63
- 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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