AVP, Plan Strategy Leader
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-02-06
Listing for:
Osaic
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: Berwyn
A leading financial services provider is seeking an AVP for Employer Plan Consulting. This role involves developing retirement-to-wealth strategies, fostering partner relationships, and leading a consulting team. Applicants should have over 7 years of experience in the securities industry, strong financial planning skills, and a FINRA Series 7 license. The position requires hybrid work, with 4 days on-site in locations including Atlanta and Scottsdale.
Competitive compensation, including a salary of $100,000 - $125,000 and additional benefits, is offered.
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