Vice President, Financial Consulting

Mutual of America Life Insurance Company
Linthicum Heights, MD
Sep 14, 2022
Sep 27, 2022
Full Time
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 90 days of employment Active State Life and Health Insurance License (in all states covered) required or obtained within 90 days of employment Valid driver's license required Preferred Qualifications: CFP designation What we offer you: Competitive base salary Annual Bonus Company 401K match (3%) Comprehensive Health Plan; Medical, Dental, Vision and Life Insurance (effective day one of employment) Car Reimbursement program (monthly stipend plus mileage reimbursement) Paid time off: 24 vacations days, 2 floating holidays, plus 9 to 10 company holidays and 5 sick days (or as required by state law) Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations Short-term and long-term disability Visit 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.