Vice President - Wealth Management Advisory
Skills
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- Business Development
- Portfolio Management
- Wealth Management
- Estate Planning
- Compensation
- Recruiting
- Management
- Marketing
- Planning
- Training
- Coaching
- Business
- Access
- RIA
- Tax
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- Business Development
- Portfolio Management
- Wealth Management
- Estate Planning
- Compensation
- Recruiting
- Management
- Marketing
- Planning
- Training
- Coaching
- Business
- Access
- RIA
- Tax
Position Overview
Join a dynamic wealth management advisory firm managing over $32.6 billion in assets, dedicated to serving high net worth individuals with personalized financial strategies. Our inclusive environment encourages continuous learning and professional growth, empowering associates to take on new challenges and advance their careers.
In this leadership role, you will provide comprehensive services to existing clients while supporting senior management by generating and maintaining lead flow through referral networks, marketing campaigns, and centers of influence. You will play a key role in leading and developing advisor teams, collaborating closely with internal departments to enhance client relationships and contribute to the firm's growth and retention objectives.
Key Responsibilities
- Service a designated number of clients.
- Generate business through referral networks, marketing initiatives, centers of influence (COIs), and client referrals.
- Maintain and expand assigned territory within the referral network.
- Assess, monitor, and report key business continuity and new business indicators to Senior VP and/or Regional Director.
- Collaborate with internal teams including portfolio management, operations, and financial planning to enhance client relationships.
- Follow up with clients and document interactions and workflows in the contact management system.
- Participate in firm initiatives to develop services, build relationships, support business development, and client retention.
- Stay current with regulatory requirements, financial services, and other relevant information.
- Assist Senior VP and Regional Director with professional development of wealth advisors.
- Adhere to company policies and procedures focusing on consistency, quality, and compliance.
- Perform additional duties as necessary to achieve business development and client retention goals.
Required Qualifications
- Undergraduate degree, preferably in a business-related major.
- 5-10 years of relationship management or sales experience within financial services.
- Certified Financial Planner (CFP) designation.
- Extensive knowledge of financial, investment, and risk management concepts.
- Excellent written and verbal communication skills.
- Strong interpersonal skills with ability to work collaboratively.
- Reliable, organized, and goal-oriented.
- Demonstrated leadership capabilities.
- Ability to work independently and exercise discretion without immediate supervision.
- Ability to multi-task under pressure and prioritize workflow in a deadline-oriented environment.
- Proficiency with CRM software and Microsoft Office (Word, Excel, PowerPoint, Outlook).
Compensation & Benefits
- 11 paid holidays.
- 3 weeks of paid time off (PTO).
- Paid volunteer time.
- Flexible work schedule.
- Highly subsidized health, dental, and vision plans.
- 401(k) retirement account with company match contributions.
- Free mental health services, life insurance, long and short-term disability insurance.
- Flexible spending accounts and health savings accounts.
- Employee financial education programs.
- Employee educational expense reimbursement.
- Employee charitable donations.
- Employee referral incentives.
- Employee team building activities.
- Employee assistance program.
- Complimentary food and snacks.