Wealth Client Growth VP

Zohorecruit; Tampa (FL); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Health insurance

401(k) match

PTO & holidays

Paid family leave

Adoption assistance

Back-up childcare

Job summary

Our client, a respected fee-only portfolio management and fiduciary firm, seeks a Client Development Financial Services Vice President in Tampa, FL. The role focuses on growing business from existing clients and referrals through holistic financial planning and portfolio service analysis.

Responsibilities include contacting high-net-worth clients, presenting investment strategies, and coordinating with support teams to enhance retention and new business.

Qualifications

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

Responsibilities

• Grow business from existing clients and referrals with >$500k per household assets.
• Collaborate with sales/support teams to manage retention, leads, trading, and research.
• Meet with high-net-worth clients in person and by phone to gather new business.
• Present investment management strategies and holistic financial planning.
• Obtain documentation to add accounts for current/former/prospective clients.

Skills

Client-facing

Business development

Networking

Communication

Sales mindset

Education

Investment Advisor Representative

FINRA Series 65

Series 7/66

Job description

Our client, a respected fee-only portfolio management and fiduciary firm, seeks a Client Development Financial Services Vice President in Tampa, FL. The role focuses on growing business from existing clients and referrals through holistic financial planning and portfolio service analysis.

Responsibilities include contacting high-net-worth clients, presenting investment strategies, and coordinating with support teams to enhance retention and new business.