Vice President of Wealth Management
Confidential
Vice President of Wealth Management
About the Company
Respected investment advisory firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a VP of Wealth Management to join their team. The successful candidate will be part of a boutique, mission-driven, fee-based SEC-registered investment advisory firm that is dedicated to a fiduciary approach and the delivery of transparent, professionally tailored wealth and financial planning services. The role involves nurturing existing client relationships, as well as identifying and pursuing new business opportunities. The VP will be expected to deliver comprehensive wealth management advice and planning solutions, develop expertise in the firm's investment philosophy, and provide exceptional client service. This includes proactive communication, regular meetings, and timely reporting and analysis. The ideal candidate will have a Bachelor’s degree, at least 7 years of experience as a client-facing advisor, and a strong background in investment management or portfolio construction. A CFP or CFA designation is preferred, and a Series 65 or Series 66 license is required. Applicants for the VP of Wealth Management position at the company should possess exceptional communication and interpersonal skills, excellent attention to detail, and strong organizational abilities. The role also requires the ability to grow and retain client relationships, lead the prospect presentation process, and ensure consistent, high-quality client support and service delivery. The firm values a collaborative culture that empowers both clients and team members and is particularly supportive of women advisors and professionals. The VP will be expected to actively contribute to the firm's overall goals and strategic objectives and to exceed client expectations with personalized insights and recommendations. The position is well-suited for a candidate who is passionate about making wealth and financial planning services more accessible and is committed to the values of the firm.
Functions
- Finance
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San Ysidro Health Center
San Ysidro, CA4 days ago $175k
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