Senior Client Development VP – High-Net-Worth Finance (Tampa)

CNI Consulting Inc.; Tampa (FL); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Full benefits (medical, dental, vision

401(k) match

PTO & holidays

Paid caregiver leave

Job summary

CNI Consulting Inc. in Tampa, FL is seeking a Client Development Financial Services Vice President to grow the business by serving high-net-worth clients and referrals, delivering holistic financial planning and portfolio service analysis.

You will collaborate with an established team to manage relationships, conduct meetings, present investment strategies, and gather documentation to onboard new accounts. Requires 5+ years in client-facing finance roles and relevant designations.

Qualifications

• 5+ years in client-facing or production roles in finance.
• Current Investment Advisor Representative designation, or Series 65/7/66 combinations.
• Strong knowledge of capital markets and investment products.
• Experience growing business via referrals and high-volume client meetings.

Responsibilities

• Grow business from existing clients and referrals with assets > $500k per household.
• Collaborate with sales and service teams to manage retention and onboarding.
• Call and meet current, former, and prospective high-net-worth clients.
• Present investment strategies and holistic financial planning to clients.
• Obtain documentation to add accounts and expand client relationships.

Skills

Client-facing experience

Financial markets knowledge

Investment products

High-volume prospecting

Referrals growth

Effective communication

Education

Investment Advisor Representative designation

FINRA Series 65

FINRA Series 7 & 66

Job description

CNI Consulting Inc. in Tampa, FL is seeking a Client Development Financial Services Vice President to grow the business by serving high-net-worth clients and referrals, delivering holistic financial planning and portfolio service analysis.

You will collaborate with an established team to manage relationships, conduct meetings, present investment strategies, and gather documentation to onboard new accounts. Requires 5+ years in client-facing finance roles and relevant designations.