Senior Client Growth VP — Wealth Management

Zohorecruit; Town of Texas, Fort Worth (WI, TX); On-site; USD 120,000 - 280,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off & holidays

Family Support programs

Job summary

Zohorecruit invites qualified financial professionals to join our client in the Dallas, TX area as a Client Development Financial Services Vice President. In this client-facing role, you will grow business from existing clients and referrals, delivering holistic financial planning and portfolio analysis to high-net-worth clientele.

You will collaborate with an established sales and service team to manage retention, referrals, trading, and research, while aiming to expand assets under management

Qualifications

• 5+ years in client-facing or production-based roles in the financial industry.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66, OR qualifying financial professional designations or equivalents—the firm will assist with Series 65 within 60 days of start date.
• 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.

Responsibilities

• Grow business in a client-facing role from existing and former high-net-worth clientele, as well as referrals, with assets over $500k per household.
• Work with an established sales and service support team to manage client retention, lead generation, trading, and investment research while developing high-net-worth clients.
• Call current clients with liquid assets outside of our client’s management and generate referrals to meet with high-net-worth clients in person or by phone.
• Convey and present the firm’s investment management strategies, including holistic financial planning and portfolio service analysis.
• Obtain documentation from current, former, and prospective high-net-worth clients to add accounts.

Job description

Zohorecruit invites qualified financial professionals to join our client in the Dallas, TX area as a Client Development Financial Services Vice President. In this client-facing role, you will grow business from existing clients and referrals, delivering holistic financial planning and portfolio analysis to high-net-worth clientele.

You will collaborate with an established sales and service team to manage retention, referrals, trading, and research, while aiming to expand assets under management