Vice President
$250kDarren Caddle
The company provides comprehensive financial planning solutions to help their clients organize, grow and protect their assets. Their services include retirement, investment, estate, insurance and tax planning. Responsibilities Transition Book of Business: Effectively transition your existing book of business, which should have a minimum size of $30 million in assets under management (AUM) and generate a minimum of $250,000 in annual fee revenue. Compliance: Adhere to all regulatory guidelines and compliance requirements to ensure ethical and compliant practices. Requirements Proven track record of managing a book of business with a minimum of $30 million in AUM and generating $250,000 or more in annual fee revenue. Familiarity with RIA services and regulations. The candidate must have a clear financial regulatory track record. Strong knowledge of investment products, financial planning strategies, and wealth management principles. Compensation Payout structure: 50-70% of revenue generated, depending on performance. Workspace provided at no charge for advisors working from our Boca Raton office. No salary; this is a full fee-based position. Note To be considered for this position, please include details about your existing book of business, including AUM and fee revenue, in your application. Company offers a unique opportunity for experienced financial advisors to seamlessly transition to our RIA platform while benefiting from our comprehensive support, attractive payout structure, and flexible working arrangements. Join our team and take your career to new heights by delivering exceptional investment solutions to high net worth clients. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Vice President in Boca Raton, FL vacancy
- VP of Finance Home Appliance Retail Operations and Distribution business · South Florida · On-site · Confidential search The opportunity Our client is an established, profitable home appliance retail and distribution business in South Florida, being acquired by...SuggestedFull time
Lucera Partners
Boca Raton, FL1 day ago $193.5k - $353.25k
TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices Team Overview The Global Fraud and Communications Solutions organization develops trusted communications, identity, authentication, and fraud prevention solutions ...SuggestedFull timeTemporary workWork experience placementWork at officeWorldwideFlexible hours2 days per week- ...Vice President, Growth Boca Raton, FL or Nashville, TN The VP, Growth is a senior business development leader responsible for expanding BPD's presence within the health system market. This role focuses on acquiring new health system clients, strengthening executive...SuggestedContract work
BPD
Boca Raton, FL2 days ago - ...Interim Vice President of Revenue Cycle About the Company Hospital and health system clients seeking interim revenue cycle leadership during transitions. Industry Hospital & Health Care Type Privately Held About the Role The Company is in search...SuggestedInterim roleWork at office
$150k
SHOOK Research is a purpose-driven financial services research firm known for its rigorous advisor rankings and deep industry insights. In partnership with Forbes, SHOOK produces widely respected lists such as Top Wealth Advisors and Top Financial Security Professionals...SuggestedFull time- Regional Vice President, Community (Miami / Boca Raton / Palm Beach) Location: Boca Raton Department: Client Development Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
- ...health and safety executive who knows how to turn strategy into consistent execution across complex, multi-site operations? As the Vice President, Health & Safety at Coastal Waste & Recycling, you will lead our enterprise-wide safety organization, strengthen regulatory...For contractorsLocal area
- JPMorgan Chase in the United States seeks a Relationship Manager in Consumer and Community Banking to build and maintain high-net-worth client relationships across banking, lending, and investments. You will deliver tailored advice and develop thoughtful solutions while...Local area
- Purpose Brands — the parent company of Orangetheory Fitness, Anytime Fitness, Waxing The City, and The Bar Method — is seeking a Vice President, Brand Strategy & Creative Excellence. This role acts as the enterprise subject-matter expert responsible for elevating how our...Local areaRemote work
- Vice President of Food & Beverage Full Time Boca Raton, FL, US Summary The ideal Vice President of Food & Beverage candidate is responsible for ensuring the food and beverage operations are delivering a consistent, high level of luxury service and food quality. Our dining...Full timeTemporary workSeasonal workLocal area
- ..., helping safeguard the world's most important organizations and individuals against risk. More information is available at Vice President, Finance - Private Strategic Group About Crisis24 Crisis24 is widely regarded as the leading integrated risk management, crisis...Contract workWork at officeWorldwide3 days per week
$110k - $130k
Our client is hiring a Vice President of Customer Experience to lead customer service, account support, issue resolution, and customer retention across a building equipment and industrial services environment. This role will focus on improving the customer journey from...Local area- ..., operators, financing sources, and other intermediaries. (As of April 30, 2026) Kayne Anderson Real Estate is searching for a Vice President/Director of Asset Management of Student Housing / Multifamily. This position will oversee a portfolio of multifamily and student...Work at office2 days per week
- ...Vice President, Managed Care & Payer Contracting Location: South Florida preferred | Approximately 30–40% travel ~ Competitive salary plus an annual bonus A rapidly growing, multi-state behavioral health organization is seeking an experienced Vice President...Full timeContract work
YOSO Recruiting
Boynton Beach, FL3 days ago - Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in ...
- ...yours,” fostering a vibrant community that celebrates progress and personal transformation. Scope and Responsibilities The Vice President of Development is a key member of the Amped corporate team, responsible for driving the club expansion strategy. This role...Full timeContract workFor contractors
Amped Fitness
Pompano Beach, FL4 days ago - High-Net-Worth family office with extensive history in land acquisitions and development is looking for a Land Acquisitions Manager to acquire land parcels across the state of Florida. The company mostly entitles and sells the acquired land for all product types including...Full timeWork at office
Real Estate Executive Search, Inc.
Delray Beach, FL1 day ago - ...builder who enjoys bringing new solutions to market and turning platform access into meaningful sales. Reporting directly to our President, you’ll own strategic home-office relationships across regional and independent broker-dealers, RIAs, banks, and trust companies....Full timeWork at officeRemote workHome office
InspereX
Delray Beach, FL4 days ago - Overview Business Relationship Manager Senior Acquisition banker in Business Banking, focused on developing and managing a portfolio of large profitable business clients with annual revenue greater than approximately $3MM. You’ll concentrate on business development, acquiring...Work experience placementWork at office
- Mercer Advisors is seeking a Regional Vice President to build relationships with clients and help them find wealth management solutions within a collaborative, client-focused environment. You will engage with prospective clients via Zoom, phone, and in person, leveraging...
- ...reflecting on a life full of accomplishments. Over 300,000 families have put their dreams in our hands, and you can as well. As the Vice President of Land Acquisition, your leadership experience and ability to build a pipeline of land is critical…it all starts with the land...
- Full-time employees will enjoy a competitive benefits package with options for you and your family including: * Paid Time Off * Paid Holidays * 401(k) Matching * Health Insurance * Vision Insurance * Life Insurance * Health Savings Account * Tuition Reimbursement * Employee...Full timeWork experience placementWork at officeWorldwideFlexible hours
- Purpose Brands seeks a Vice President, Brand Strategy & Creative Excellence to elevate how our multi-brand portfolio understands consumers and translates insights into differentiated brand strategies and powerful creative. You will lead the enterprise Center of Excellence...
- ...for creating footwear that makes people feel as good as they look. The Opportunity Spring Footwear is seeking an experienced Vice President of Finance to join our Executive Leadership Team and help guide the company's next phase of growth. This is more than a traditional...
- Kayne Anderson Real Estate in Boca Raton, FL is seeking a Vice President/Director of Asset Management for Student Housing and Multifamily. You will oversee a portfolio, including stabilized assets and development projects, reporting to senior leadership. The role requires...
$200k - $230k
Vice President of Utilization Review - Exact Billing Solutions (EBS) Lauderdale Lakes, FL - In Office - No Remote Salary Range: $200K - $230K This is a full‑time, on‑site role requiring daily presence at our Lauderdale Lakes, FL location. Who We Are Exact Billing Solutions...Full timeWork at officeRemote workFlexible hours- ...required. Executive-level compensation, lucrative bonus opportunity, and comprehensive benefits package. All inquiries will be handled in strict confidence. Diane Bonanno, President Insurance Careers, Inc. Celebrating 50 Years - 1976–2026 (***) ***-**** -...Full time
Insurance Careers, Inc.
Pompano Beach, FL2 days ago - ...Job Description Job Description Vice President of Sales Boca Raton, Florida preferred Exceptional candidates outside South Florida considered GRUBBRR is seeking an accomplished Vice President of Sales to help lead our next phase of growth. We are looking...Relocation
- Survey Crew Chief – Boca Raton, FL Join a well-established civil engineering and land surveying firm seeking an experienced Survey Crew Chief to lead field crews on a variety of boundary, topographic, ALTA/NSPS, construction staking, and utility surveys throughout South...Work at office
Liberty Personnel Services, Inc.
Boca Raton, FL5 days ago $110k - $130k
...Job Description Job Description Our client is hiring a Vice President of Customer Experience to lead customer service, account support, issue resolution, and customer retention across a building equipment and industrial services environment. This role will focus on...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President. Be the first to apply!
Related searches
- vice president finance Boca Raton, FL
- vp hr Boca Raton, FL
- vice president sales Boca Raton, FL
- vp internal audit Boca Raton, FL
- vp technology Boca Raton, FL
- vp of accounting Boca Raton, FL
- vice president sales development Boca Raton, FL
- vice president quality assurance Boca Raton, FL
- vice president information technology Boca Raton, FL
- vice president healthcare Boca Raton, FL