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
- ...Vice President of Human Resources About the Company Expanding specialty retailer serving the Asian American community Industry... ...execution, with a focus on labor optimization, budget management, and fostering a unified culture across a dispersed workforce...Suggested
Confidential
Buena Park, CA3 days ago - ...Vice President of Human Resources About the Company Innovative online college providing affordable learning programs for adult learners... ...degree in a related field, with a minimum of 5-10 years' of management experience in HR within a complex public sector organization....Suggested
Confidential
Anaheim, CA2 days ago - ...Vice President, Regulatory Affairs, Clinical Operations & Medical Affairs About the Company An innovative, patient-focused biotechnology company. Industry Biotechnology Type Privately Held About the Role The Company is in search of...Suggested
Confidential
Anaheim, CA3 days ago - ...Senior Vice President, Corporate Affairs About the Company Internationally-recognized organization driving smart transportation... ...smart transportation smart cities safe cities toll management violations management and parking About the Role...Suggested
Confidential
Anaheim, CA2 hours ago $235k
...is a hybrid role (3 days on-site, 2 days remote). The Senior Vice President, Development and Community Engagement is a senior executive responsible... ...Minimum Education: Bachelor's degree in Business, Nonprofit Management, Communications, Public Administration, Marketing, or a...SuggestedFull timeWork experience placementWork at officeRemote workFlexible hoursPlanned Parenthood of Orange and San Bernardino Counties
Anaheim, CA3 days ago- ...Vice President, Artificial Intelligence About the Company Top provider of information security & analytics services Industry... ...1001-5000 Categories Enterprise Software Risk Management Security Information Technology & Services Technology...
Confidential
Anaheim, CA2 days ago - ...Vice President of Demand Generation About the Company Innovative real-time API platform for Voice AI applications Industry... ...company's mission of understanding and leveraging voice AI. Hiring Manager Title CMO Functions ~ Marketing...
Confidential
Anaheim, CA2 days ago $400 per month
...Position Summary The Vice President of Academic Affairs (VPAA) is the chief academic officer of SCIT, responsible for providing visionary... ...academic division goals, KPIs, and implementation plans. Develop and manage the academic division budget in alignment with institutional...Full timeAfternoon shiftSouthern California Institute of Technology
Anaheim, CA3 days ago$162.26k - $254.98k
...Transformation Capital, and Founders Fund. Learn more at . The Regional Vice President, Enterprise Sales Representative is responsible for driving... ...analyses with internal clinical and health economics teams. Manage a healthy pipeline of opportunities and forecast accurately...Full timeRemote workFlexible hoursShift workGrabJobs
Anaheim, CA3 days ago- ...Cycle Recruitment) at Odyssey Information Services Summary: The Vice President of IT is responsible for leading all IT functions within a... ...of experience in IT leadership roles, with at least 5 years managing decentralized IT functions. Experience in a publicly traded company...Full time
Odyssey Information Services
Anaheim, CA3 days ago - ...Vice President of Financial Planning & Analysis About the Company Innovative manufacturer of medium duty electric vehicles for commercial... ...for long-range planning, forecasting, performance management, capital planning, and strategic finance. This role involves...
- ...Vice President, Real Estate About the Company Well-known restaurant chain Industry Food & Beverages Type Privately Held Founded 1982 Employees 5001-10,000 Categories Hospitality Restaurant Chains Restaurants Specialties people...
$94k - $141k
...are Subject Matter Experts (SME) on Deposit, Credit, and Cash Management products and support their assigned area branches end to end.Responsibilities... ...comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)Partner with cross retail segment Area...Full time- ...Business Unit Leader (Vice President of Manufacturing) (Multi site) About the Company Globally integrated aerospace manufacturing company... ...and delivering P&L performance, partnering with site general managers to ensure consistent execution of KPIs, and leading cross-...
$230k - $280k
...impact that truly makes a difference.JOB PURPOSE AND SUMMARY:The Vice President, FP&A focuses on financial strategy and driving its continued... ...using excel based budget and forecast models.Independently manage analyst(s), manager(s), and director(s) including training on...- DescriptionVice President of Business Development - New Product GrowthIndustry: Lighting / Candles... ...a highly driven and entrepreneurial Vice President of Business Development to lead... ..., and partnership agreements.Create and manage a strong business development pipeline with...
- Job DescriptionADP is hiring a Division Vice President of Sales, Retirement Services.Are you passionate about helping clients fulfill their... ...integrity. You will be part of the RS Senior Leadership team and manage your team to meet the Division's revenue, profit, and...
- ...OR, WA, CO, IL, GA, MD, VA, and DCTechnical Summary:The Area Vice President for the National Accounts - Professional Employer Organizations... ...growth, and alignment with enterprise priorities.This leader manages a portfolio of national PEO customers and directs the PEO...Contract workRemote work
$211.39k - $414.95k
## Vice President, Cyber & Security ServicesApplylocations: Tustin, CAtime type: Full timeposted on: Posted 15 Days Agojob requisition id... ...party relationships, and business processes. They balance risk management with business enablement, supporting innovation and growth...Work at officeLocal areaRemote workTriconhomes
Tustin, CA2 days ago$210k - $230k
...Overview Vice President, Product & Student Experience Founded in 1997, Think Together partners with schools to change the odds for kids... ...organization’s mission and long‑term strategic objectives. Manage a team of professionals who directly contribute to product...Odd jobWork at officeLocal areaWork from homeHome officeThink Together
Santa Ana, CA1 day ago$230k - $250k
...Job Overview Vice President of Finance & Accounting Location: Santa Fe Springs, CA Employment Type: Salaried, Full‑time, direct Industry... ...the executive leadership team. Accounting, Reporting, and Risk Management Ensure accurate and timely financial statements in accordance...Full timeAleron
Santa Fe Springs, CA4 days ago$300k - $350k
...Job Description:We are seeking a Vice President, Global Procurement to lead a comprehensive transformation of our enterprise-wide procurement... ...improvements, and supplier consolidationEstablish category management strategies and long-range sourcing plansSupplier Strategy &...Full timeContract work$227.95k - $341.93k
...matters, not only changing lives but saving them. Together.The Vice President of Compliance is a senior leader responsible for leading,... ...requirements and trends to the Chief Compliance Officer and senior management. Translate complex regulatory requirements into clear,...Full timeAlignment Healthcare
Orange, CA4 days ago- ...The client is seeking a Senior Vice President for Student Affairs to provide strategic and operational leadership for programs and services... ...of student-facing services, ensuring effective day-to-day management while aligning activities with organizational goals. The position...
Confidential
Orange, CA2 days ago - ...Vice President of Food Safety & Quality Assurance About the Company A rapidly growing food and beverage manufacturer. Industry... ..., establishing performance metrics, and leading crisis management and risk mitigation efforts to protect consumers and brand reputation...
Confidential
Santa Ana, CA4 days ago - ...engineering operations, technical documentation, and records management, ensuring accuracy, quality, and timely completion of departmental... ...equipment and end users. Report directly to the company President, communicating departmental progress, strategic initiatives, and...Work at office
Confidential
Santa Fe Springs, CA1 day ago - ...Vice President of Operations About the Company An aerospace and defense manufacturer specializing in precision machining, composites... ...have a BS in engineering, manufacturing, or operations management, with an MBA or advanced degree preferred. A background in a...
Confidential
Santa Ana, CA2 days ago $230k - $350k
...Job Description Vice President of Operations Santa Ana,CA, US Experience: Director Salary: $230,000 - $350,000 per year Job Details Lead... ...Looking for: BS in Engineering, Manufacturing, or Operations Management; MBA or advanced degree preferred Director-level (or above) management...Leoforce
Santa Ana, CA1 day ago$225k - $250k
...Vice President, Development The Vice President, Development is a strategic leader responsible for designing, executing, and scaling a multi... ...materials that inspire investment and deepen commitment. Manage and mentor a fundraising team, ensuring excellence in donor stewardship...Work experience placementWork at officeWeekend workAfternoon shiftTHINK Together
Downey, CA3 days ago- ...developers to build better, faster. The Impact You Will Have: As the Vice President of Data & AI, you will be the transformative force that turns... ...at least 8+ years in an international leadership capacity managing high-performing data engineering, data science, and/or...Work at officeRemote workWork from homeWorldwideFlexible hours
GrabJobs
Santa Ana, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President of Wealth Management. Be the first to apply!
- vice president information technology Anaheim, CA
- vice president real estate development Anaheim, CA
- vice president research Anaheim, CA
- vp hr Anaheim, CA
- vice president healthcare Anaheim, CA
- vice president product development Anaheim, CA
- vp internal audit Anaheim, CA
- vice-president human resources Anaheim, CA
- vice president transportation Anaheim, CA
- vice president quality assurance Anaheim, CA