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Vice President of Financial Consulting

Employer
Mutual of America Financial Group
Location
Baltimore, MD
Salary
Base salary plus annual bonus and benefits
Closing date
Feb 18, 2023

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Company: Mutual of America Financial Group

Job Title: Vice President, Financial Consulting

Locations:  Baltimore, MD

Who We Are:

Mutual of America Financial Group ("Mutual of America") has specialized in providing retirement plan products (401(K), 403(b) and 457(b) deferred compensation plans) to small and mid-sized corporations and non-profit organizations since 1945. The Vice President of Financial Planning will report to the Senior Vice President, Financial Planning.

Responsibilities:

The Vice President of Financial Planning will represent Mutual of America in a sales and marketing capacity. One will provide financial planning services to our largest client organizations. These services include one-on-one planning with Chief Professionals and Executive Directors. They’ll also provide financial planning seminars to the employees of client organizations.  

  • To provide investment guidance to Senior Executives about their retirement plan funds and personal saving vehicles
  • To provide comprehensive pre-retirement counseling to Senior Executives of our client organizations including reviewing distribution alternatives for individuals under their retirement programs
  • To provide generic investment guidance through seminar programs to the employees of our client organizations
  • To be a principal resource for Field Consultant and Home Office Marketing Operations

Required Qualifications:

  • Bachelor’s degree
  • Three plus years of Financial Planning experience
  • Ability to travel
  • Public speaking
  • Highly motivated
  • Ability to effectively communicate
  • Strong relationship building and territory management skills
  • Active FINRA Series 6, 63 and SIE or must obtain within the first 180 days of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
  • Valid driver’s license required

Preferred Qualifications:

  • CFP designation

What we offer you:

  • Competitive base salary
  • Annual Bonus
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays
  • Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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