A large financial services and investment firmHiring

Vice President, Executive Planning Consultant

  • Remote, United States
  • Full-time
  • Executive
  • Posted 6 days ago
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or apply from Claude / ChatGPT / Muse

In one line

Financial planning role advising senior executives at big employer benefit clients, covering retirement income, investments and asset management; based in the Pacific Northwest with up to 50% travel.

About the role

Executives at large workplace benefit clients need help fitting their workplace plans into a wider financial picture. The person in this seat owns those relationships and works alongside managing directors and relationship managers.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Executive
Employment
Full-time
Skills
Series 7, Series 66, Financial planning, Retirement planning, Estate planning, Investment management, Insurance products
Visa
No sponsorship
Posted
29 Oct 2026
Last checked
2 Nov 2026

What you will do

  • Act as main relationship manager for a selected group of executives
  • Build tailored plans covering retirement income, investments and asset management
  • Show how workplace benefits and plan provisions fit into the wider plan
  • Present executive services at business reviews and local events
  • Find ways to grow assets under management and deepen client ties

What they look for

  • Series 7 and Series 66 licenses, or willingness to obtain them
  • Bachelor's degree and at least 10 years in face-to-face investment sales and planning
  • Track record selling to senior executives and working with employee benefit plans
  • Willing to travel up to 50% and able to manage a territory

Nice to have

  • Certified Financial Planner designation

How Keywordise applies for you

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
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ChatGPT

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Connector URL
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Muse

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  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
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How to connect

Questions about this job

Is this job fully remote, and from where?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is an executive role. The posting asks for: series 7 and Series 66 licenses, or willingness to obtain them; bachelor's degree and at least 10 years in face-to-face investment sales and planning; track record selling to senior executives and working with employee benefit plans. Skills it names include Series 7, Series 66, Financial planning, Retirement planning.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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A large financial services and investment firmRemote, United States
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