Wealth Advisory VP - Client Experience & Growth

SCS; Dallas (TX); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

SCS in Dallas, TX is seeking a Vice President to join the client advisory team serving the financial and investment needs of clients. The VP will lead investment planning and reporting, ensuring a world-class client experience with professionalism and confidentiality.

The right candidate is organized, energetic, and team-oriented, with strong communication and detail orientation. Travel for client meetings may be required. This is an exempt position with a competitive package.

Qualifications

• Bachelor’s degree required; CFP or CFA designation highly preferred.
• 5-7+ years of relevant professional experience in investment/wealth management.
• Fluency in planning and investment topics; strong analytical skills.
• Excellent organizational, prioritization, and time management skills.

Responsibilities

• Actively manage and oversee the client’s investment and financial plans.
• Prepare client meeting presentations and oversee manual reporting coordination.
• Analyze, develop solutions, and communicate sophisticated wealth topics clearly.
• Participate in client meetings and assist with inquiries promptly.
• Serve as first point of contact for select clients.
• Think creatively about client needs and drive efficiency improvements.
• Support new business development activities.

Skills

Investment planning

Wealth management

Client communication

Time management

Attention to detail

Team collaboration

Education

Bachelor’s degree

CFP designation

CFA designation

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

SCS in Dallas, TX is seeking a Vice President to join the client advisory team serving the financial and investment needs of clients. The VP will lead investment planning and reporting, ensuring a world-class client experience with professionalism and confidentiality.

The right candidate is organized, energetic, and team-oriented, with strong communication and detail orientation. Travel for client meetings may be required. This is an exempt position with a competitive package.