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Vice President

4 weeks ago

Dallas, United States Coda Search│Staffing Full time

About the Company:

Our client is a leading financial planning and advisory firm dedicated to providing innovative and personalized wealth management solutions. They are known for their client-centric approach and use of advanced technology to deliver comprehensive financial strategies. The firm is currently seeking an experienced Vice President of Wealth Advisor to drive growth and play a role in their expansion.


About the Role:

The Vice President of Wealth Advisor will be responsible for leading a team of financial advisors, developing strategic plans to enhance client acquisition and retention, and ensuring the delivery of high-quality financial planning services. This role requires a strong leader with a track record of success in wealth management and a deep understanding of investment strategies.


Responsibilities:

  • Strategic Development: Develop and implement strategies to drive growth in the firm’s wealth management services and expand the client base.
  • Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, offering tailored financial planning and investment advice.
  • Market Analysis: Stay informed about market trends and investment opportunities to provide clients with current and relevant advice.
  • Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service.
  • Representation: Represent the firm at industry events and networking functions to enhance the firm’s visibility and reputation.


Qualifications:

  • A mobile book of HNW/UHNW clients.
  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degree (MBA, CFP) preferred.
  • At least 7 years of experience in wealth management or financial advisory roles, with a demonstrated history of success.
  • Strong leadership and team management skills, with experience in developing and guiding financial professionals.
  • Deep knowledge of investment strategies, financial planning, and market dynamics.
  • Excellent communication and interpersonal skills, with a proven ability to build and sustain client relationships.
  • Proven track record of developing and executing strategic business plans to achieve growth objectives.
  • Proficiency in financial planning software and tools.


Pay range and compensation package:

Competitive commission structure and performance-based incentives. Opportunities for professional development and career advancement. A dynamic and supportive work environment.