Vice President, Wealth-Client Growth & Partnerships
ep wealth advisors
EP Wealth Advisors seeks a Vice President, Client Development in Tampa to drive organic growth and manage strategic referral partnerships. You will engage high-net-worth clients and collaborate with Advisors to ensure a seamless client transition and exceptional experience. Bring 7+ years in wealth management sales, Series 65/66, and strong executive presence. You will own the regional sales strategy, lead complex cycles, and build long-term COI relationships across the territory. #J-18808-Ljbffr ep wealth advisors
Vacancy posted 2 days ago
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