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VP, Regional Planning Consultant
skillventory - A Leading Talent Research FirmRegional Planning Consultant developing sales associates through coaching and mentorship while supporting financial planning efforts in the financial services industry.
Posted 7/13/2026full-timeBrea • California • 🇺🇸 United StatesLead💰 $118,000 - $226,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment solutions while providing coaching and training to branch associates. Strong focus on communication skills and practice management techniques to enhance associate development and collaboration.
Highest-signal resume keywords
Sales Experience In Financial ServicesSeries 7 LicenseSeries 63 LicenseCFP CertificationCoaching On Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment SolutionsPractice Management Techniques
Soft Skills
CoachingCommunication Skills
Certifications & Qualifications
Series 66 LicenseInsurance Licenses
Industry Keywords
Branch ManagementAssociate DevelopmentCollaborative Training
About the role
Key responsibilities & impact- impact associate development through focused coaching support
- coaching on communication skills, product offering, and practice management techniques
- provide subject matter expertise on financial planning and investment solutions
- coordinate with branch management for collaborative training to associates
- encourage the growth of branch associates
Requirements
What you’ll need- sales experience in the financial service industry
- Series 7 & 63 licenses required; must obtain Series 66 & Insurance licenses within 6 months of hire
- CFP certification preferred
Benefits
Comp & perks- 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