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, Business Development About the Company Leading insurance services company Industry Insurance Type... ...ability to travel as needed are also essential. Hiring Manager Title Head of Sales Functions ~ Business Development...Suggested
Confidential
Bakersfield, CA14 hours 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
Bakersfield, CA1 day ago - ...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...Suggested
Confidential
Bakersfield, CA1 day 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
Bakersfield, CA4 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...Suggested
Confidential
Bakersfield, 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
Bakersfield, CA4 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
Bakersfield, CA4 days ago - ...Vice President of Sales About the Company Leading manufacturer in commercial interiors, working with industry leaders and design firms... ...thinker, a strong leader, and have a proven track record in sales management. Functions ~ Sales/Revenue ConfidentialWork at officeWorldwide
- ...Senior Vice President of Sales About the Company A leading education organization providing instructional solutions and services to schools nationwide. Industry Education Management Type Privately Held About the Role The Company is in search of...Remote work
- ...Vice President of Sales About the Company Globally recognized manufacturer of printed circuit boards (PCBs) Industry Electrical... ...must have a minimum of 15 years' experience in account management, sales, or business development within the PCB, electronics manufacturing...Contract work
- ...Vice President of Sales About the Company Industry-leading supplier of optical communication components, modules & subsystems Industry... ...and develop key account relationships, coordinate sales team management, and stay abreast of industry trends to ensure the company's...Remote work
- ...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-...
- ...communicate, and verify detailed work at properties. Powering over 55M property care tasks, Breezeway helps thousands of short-term rental managers and hospitality operators increase operational efficiency and boost service revenue while eliminating manual work and elevating...Temporary workCurrently hiringRemote work
GrabJobs
Bakersfield, CA4 days ago $95k - $300k
...Industry - Property Restoration We are seeking a seasoned Vice President of Sales to lead our property restoration division,... ...with key clients, including insurance adjusters and property management firms. You'll leverage your deep industry knowledge and sales...$141.26k - $199.59k
...: Bakersfield College -- Panorama Campus, CA Job Type: Management - Classified Administrator Job Number: FY25-2600131 College... .... Basic Function Under general direction of the Vice President for Finance and Administration, the Chief of Police plans, directs...Hourly payPermanent employmentFull timeTemporary workWork at officeLocal areaFlexible hoursKern Community College District
Bakersfield, CA2 days ago- ...Ivy Park at Seven Oaks is a premier senior living community in Bakersfield, California, managed by Oakmont Management Group. The Executive Director is responsible for efficient operations and overall management of the day-to-day functions of the community in accordance...Flexible hours
Ivy Park at Otay Ranch
Bakersfield, CA1 day ago $150k - $155k
...Director RCFE Pay Range: $150,000 - $155,000 Ivy Park at Seven Oaks is a premier senior living community in Bakersfield, California, managed by Oakmont Management Group. Based in Irvine, California, Oakmont Management Group is a recognized leader in senior living,...Flexible hoursIvy Living
Bakersfield, CA3 days ago$150k - $155k
...Director RCFE Pay Range: $150,000 - $155,000 Ivy Park at Seven Oaks is a premier senior living community in Bakersfield, California, managed by Oakmont Management Group. Responsibilities Manage efficient operations and overall management of day‑to‑day functions of the...Oakmont Senior Living
Bakersfield, CA3 days ago- ...advocacy organization Industry Non-Profit Organization Management Type Non Profit Founded 1984 Employees 11-50... ...welfare. Hiring Manager Title Chief Executive Officer (CEO) Functions CEO/President Non-Profit Management Confidential
- ...Managing Director, Major Gifts About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association Education Fundraising...Local area
- ...Managing Director, Sales About the Company Esteemed professional association advancing water resources management Industry Professional Training & Coaching Type Non Profit Founded 1964 Employees 1-10 Categories...Remote work
Confidential
Bakersfield, CA5 days ago - ...Area Chief Of Staff The primary purpose and function of the Area Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals to ensure Banfield can attract, develop, engage and retain doctors that will deliver quality care and meet expected...Local areaShift work
Banfield
Bakersfield, CA5 days ago $185k - $195k
...join our Human Capital team! The Chief Human Capital Officer (CHCO) is responsible for overseeing all aspects of human capital management, including talent acquisition, employee relations, compensation and benefits, and organizational development. This role will...Temporary workWork at office- ...President About the Company Multi-brand quick-service restaurant group focused on operational excellence and expansion.... ...experience in the quick-service restaurant industry, including managing operations across multiple brands and regions. A strong background...
Confidential
Bakersfield, CA4 days ago - ...leadership, business development, operational oversight, financial management, technical and industry leadership, safety and compliance, and... ...are essential, as is a commitment to safety, compliance, and continuous improvement. Functions ~ CEO/President...
Confidential
Bakersfield, CA5 days ago - ...transportation and infrastructure projects, as well as securing and managing grant funding. The ideal Executive Director will have a strong... ...to inspire and lead a team in the pursuit of the company's mission. Functions CEO/President Non-Profit Management...
Confidential
Bakersfield, CA4 days ago $165k - $215k
...objectives, milestones, and deliverables specific to the requirements of the market vertical and aligned with corporate project management processes and systems. Team Leadership and Development: Lead, mentor, and manage integrated teams, fostering a collaborative and...Work experience placementA-C Electric Company
Bakersfield, CA5 days ago- ...fulfilling its various countywide roles, including those related to transportation, land use, and water pollution prevention. The salary for the position is competitive and will be negotiated with the successful candidate. Functions ~ CEO/President Confidential
- ...environment, is essential. The position is primarily remote, with periodic travel, and the ability to work flexible hours to support global collaborations is required. Hiring Manager Title CSO Functions ~ Medical Care/Hospital Administration...Remote workFlexible hours
Confidential
Bakersfield, CA3 days ago - ...position demands a candidate who is comfortable with data analysis, AI, and Excel, and who can provide and receive feedback in a proactive and iterative manner. Hiring Manager Title CEO Functions Marketing Sales/Revenue Business Development...
Confidential
Bakersfield, CA5 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 Bakersfield, CA
- vice president real estate development Bakersfield, CA
- vice president research Bakersfield, CA
- vp hr Bakersfield, CA
- vice president healthcare Bakersfield, CA
- vice president product development Bakersfield, CA
- vp internal audit Bakersfield, CA
- vice-president human resources Bakersfield, CA
- vice president transportation Bakersfield, CA
- vice president quality assurance Bakersfield, CA