Phoenix, AZ
Hot
Published - 2025-07-10
Vice President - Wealth Management Advisory
Skills
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Financial Planning
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Investments
- Flexibility
- TRACK
- RIA
- Tax
- CPA
- CFA
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Financial Planning
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Investments
- Flexibility
- TRACK
- RIA
- Tax
- CPA
- CFA
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 indicators of business continuity and new business 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 ensuring consistency, quality, and compliance.
- Perform additional duties as necessary to achieve business development and client retention objectives.
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 Paid Time Off (PTO).
- Paid Volunteer Time.
- Flexible Work Schedule.
- Highly subsidized Health, Dental, and Vision Plans.
- 401k Retirement Account with company match contributions.
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance.
- Flexible Spending Accounts and Health Savings Accounts.
- Employee Financial Education.
- Employee Educational Expense Reimbursement.
- Employee Charitable Donations.
- Employee Referral Incentives.
- Employee Team Building Activities.
- Employee Assistance Program.
- Complimentary Food and Snacks.