About this role

Serve as a trusted financial advisor to senior executives and C-suite leaders, providing personalized financial planning, retirement income strategies, and investment guidance. Act as the primary relationship manager, integrating workplace benefits into comprehensive financial plans to support clients' long-term financial well-being.

What we are looking for

6

Provide personalized financial planning and investment guidance to senior executives
Manage relationships with key Workplace benefit plan clients
Integrate workplace benefits into comprehensive financial plans
Drive client engagement and business growth
Present executive services offerings and cultivate new opportunities
Minimum 10 years of experience in investment sales and financial planning

Work authorization

No visa sponsorship is available.