VP, Client Development – High-Net-Worth Wealth & Planning

Zohorecruit; Dallas (TX); On-site; USD 120,000 - 220,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision

50% 401(k) match up to IRS max

PTO 20 days + 10 holidays

Paid Primary Caregiver leave (8 weeks)

Adoption assistance

Back-up childcare

Job summary

Our client in Dallas, TX is seeking a Client Development Financial Services Vice President to expand business with high-net-worth clients through referrals and exceptional service. You will lead holistically with financial planning and portfolio analysis, while coordinating with an established support team.

The role requires 5+ years in client-facing financial roles, active licensing, and a proven ability to convert referrals into ongoing client relationships.

Qualifications

• 5+ years in client-facing or production roles within financial services.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66, or equivalents.
• Firm will assist in obtaining the Series 65 within 60 days of start date.
• Strong market knowledge of capital markets and investment products.
• Proven track record of growing business through referrals and high-volume outreach.

Responsibilities

• Grow business in a client-facing role from existing and former high-net-worth clients and referrals.
• Collaborate with an established sales/service team to support client retention and lead generation.
• Call current clients with assets outside management and arrange meetings with high-net-worth prospects.
• Present investment management strategies including holistic financial planning and portfolio analysis.
• Obtain documentation to add accounts and facilitate onboarding for new clients.

Skills

Client-facing

Relationship building

Sales acumen

Communication skills

HNWI experience

Education

Investment Advisor Rep

Series 65

Series 7/66

Equivalent designations

Job description

Our client in Dallas, TX is seeking a Client Development Financial Services Vice President to expand business with high-net-worth clients through referrals and exceptional service. You will lead holistically with financial planning and portfolio analysis, while coordinating with an established support team.

The role requires 5+ years in client-facing financial roles, active licensing, and a proven ability to convert referrals into ongoing client relationships.