Associate Vice President

Job Description

We are looking for an Associate Vice President to support our sales teams. This role involves coordinating meetings with prospects, qualifying referrals, and maintaining communication to nurture relationships. The candidate will assist with lead generation, manage the sales pipeline, and ensure accurate CRM updates. Responsibilities also include planning case preparation and coordinating wholesale events to drive sales momentum within a client-focused environment, ensuring a smooth transition for new clients to the onboarding team and managing event logistics for client meetings and industry conferences.

Qualifications

1. Bachelor's degree in Business, Marketing, or a related field. 2. At least 2 years of successful sales experience in the financial services industry. 3. Proven experience in a sales support business development role. 4. Self-starter who thrives in a fast paced, high-volume sales environment. 5. Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). 6. CFP® (Certified Financial Planning) designation preferred. 7. Comprehensive industry and investment management knowledge. 8. Experience using CRM systems (Salesforce preferred). 9. Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint. 10. Flexibility to travel.

Benefits

- Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance