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Client Development Financial Services Vice President

2 months ago

Dallas, Texas, United States CNI Consulting Inc. Full time
About the Role

We are seeking a highly skilled Client Development Financial Services Vice President to join our team at CNI Consulting Inc. in a specialized client-facing role focused on growing business from existing clients and referrals by providing holistic financial planning and portfolio service analysis.

Key Responsibilities:

  • Grow business in a client-facing role from both existing and former high-net-worth clientele as well as their referrals who have assets more than $500k per household
  • Work alongside an established sales and service support team who will assist you in being successful within the role by managing client retention, lead generation, trading, and investment research while you take on the responsibility to help our clients' high-net-worth clientele reach their financial goals
  • Call current clients who have liquid assets outside of our client's management as well as generate referrals to meet with the current, former, and prospective high-net-worth clientele via telephone and in-person meetings to gather additional new business
  • Convey and present the firm's investment management strategies to the high-net-worth clientele, which will include holistic financial planning and portfolio service analysis
  • Obtain documentation from current, former, and prospective high-net-worth clientele needed to add accounts to our client's firm

Requirements

  • 5 or more years of experience with client-facing or production-based roles within the financial industry
  • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents
  • Extensive market knowledge and understanding of capital markets and investment products
  • Extensive experience with growing business via referrals as well as high-volume phone activity and in-person meetings

Benefits

  • Base salary to start with a gradual step-down decline; compensation also includes uncapped commission as well as a quarterly bonus
  • 100% paid medical, dental, and vision premiums for you and qualifying dependents
  • A 50% 401(k) match up to the IRS maximum
  • 20 days of PTO* plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and backup childcare