Vice President - Wealth Management Advisory

Skills

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, and 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.

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 multitask under pressure and prioritize workflow in a deadline-oriented environment.
Proficient in CRM software and Microsoft Office (Word, Excel, PowerPoint, Outlook).

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.