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, 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...Suggested
Confidential
Chula Vista, CA12 hours 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
Chula Vista, CA12 hours 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...Suggested
Confidential
Chula Vista, CA12 hours ago - ...Vice President of Development About the Company Highly-regarded organization providing support to children & families Industry... ...role requires a leader who can inspire others, is adept at managing and developing staff, and is comfortable with both the building...Suggested
Confidential
Chula Vista, CA1 day ago - ...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...SuggestedRemote work
- ...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, Strategy and Sales Enablement About the Company Prominent provider of top-notch services Industry Consumer Services... ...with a minimum of 10 years' experience, who can bring a wealth of knowledge and expertise to the table. The Vice President of...
- ...Vice President of Food Safety & Quality Assurance About the Company A rapidly growing food and beverage manufacturer. Industry... ...organization, establishing performance metrics, and leading crisis management and risk mitigation efforts to protect consumers and brand...
- ...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 a Vice President...
- ...Vice President, Clinical Services About the Company Tech-enabled homecare company specializing in complex end-of-life patient needs... ...tasked with owning clinical quality, compliance, and performance management, and must be adept at using data and dashboards to drive...
$259k - $363k
...mission and making our One Team culture thrive. Join us as a Vice President, Business Development, and you’ll be part of a culture that welcomes... ...to support strategy and business development decisions Manage and maintain business development activities including tracking...Full timeContract work$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive Director Job Information Job Identification 210567000 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 10/22/2024, 11:34 PM Locations 12860 El Camino Real, San Diego, CA,...Full timeTemporary workWork experience placementLocal areaTwinThread LLC
San Diego, CA1 day ago- ...Senior Vice President, Head of Compliance About the Company Accomplished provider of personal... ...all aspects of compliance, including managing regulatory exams, audits, and reporting... ...in SEC, investment adviser, and wealth management regulations, and a proven track...
- ...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-...
- ## Vice President, Network & PBM StrategyApplyremote type: Remotelocations: San Diego, CAtime type: Full timeposted on: Posted 2 Days Agojob... ...healthcare industry. We are the premier Pharmacy Benefits Management solution!# **Job Description****Summary**The Vice President,...Contract workRemote workMonday to FridayNight shiftWeekend work
MedImpact Healthcare Systems, Inc.
San Diego, CA4 days ago - ...Vice President, Program Management About the Company Innovative biotechnology (BioTech) company developing metabolic therapies for cancer patients Industry Biotechnology Type Privately Held, VC-backed Employees 11-50 Funding $11-$25 million...
- ...Vice President of Product Management About the Company Innovative provider of marketing & sales solutions for B2B companies Industry Marketing and Advertising Type Privately Held, Private Equity-backed Founded 1992 Employees 201-500 Categories...
- ...Vice President of Product Management About the Company Rapid-growing software company specializing in M&A & growth services Industry Computer Software Type Privately Held, VC-backed Founded 2016 Employees 1001-5000 Specialties software...
- ...Description Job Description Kelly® Science & Clinical is seeking a Vice President of Preclinical and Clinical Development opportunity with one... ...regulatory guidelines. Prepare and present IND filings, manage regulatory interactions, and contribute meaningfully to...Full timeTemporary workLocal areaFlexible hours
Kelly Services
San Diego, CA20 days ago - ...Vice President, Principal Owner Development & Growth About the Company Top-tier mutual life insurance company Industry Financial... ...set of stakeholders, including those in client solutions, wealth management, compliance, and legal. Hiring Manager Title Head of...Home office
- ...Vice President, Customer Success About the Company Leading provider of a cloud-based electronic medical records system Industry... ...minimum of 8 years' experience in customer success, account management, or related functions, with at least 4 years in a leadership...
Confidential
San Diego, CA3 days ago - ...Vice President of Customer Success About the Company Innovative time tracking software for remote teams Industry Internet... ...through data, trust, and empowered leadership. Hiring Manager Title CEO Functions ~ Account Management/Optimization...Remote work
Confidential
San Diego, CA3 days ago - ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Vice President, Program Management Full Time Malvern, PA, US 5 days ago Requisition ID: 1007 Uniquity Bio is a clinical-stage biotechnology company...Full timeWork at officeLocal areaRemote work
- ...Vice President, Medical Safety About the Company Well-known provider of clinical laboratory services Industry Hospital... ...insights that enhance human health is realized. Hiring Manager Title Chief Quality Officer Functions ~ Medical...
Confidential
San Diego, CA12 hours ago - ...Vice President, Association Relations About the Company Internationally-focused membership organization Industry Non-Profit Organization Management Type Non Profit About the Role The Company is seeking a Vice President of Association...
Confidential
San Diego, CA1 day ago - ...Senior Vice President of Product, Media About the Company Innovative e-commerce SaaS platform for brands, sellers & agencies... ...advertising advertising platform saas programmatic bidding management automation seo and sem on amazon account audits...Local area
Confidential
San Diego, CA12 hours ago - ...Vice President, E&S Property Underwriting About the Company Rapidly growing specialty insurance organization with strong executive... ...candidate will be responsible for underwriting and managing a portfolio of E&S property business, with a strong focus on...Remote work
Confidential
San Diego, CA12 hours ago - ...Vice President of Global Channels About the Company Leading provider of cloud-based storage & file sharing solutions Industry... ...critical business applications integration with content management systems automation data sovereignty detailed reporting...Remote workWork from homeWorldwide
Confidential
San Diego, CA12 hours ago - ...Senior Vice President, Aviation Insurance About the Company A top specialty insurance broker with a flat structure, freedom to innovate, and strong support. Industry Insurance Type Privately Held About the Role The Company is seeking...Remote workFlexible hours
Confidential
San Diego, CA1 day ago - ...Senior Vice President, People Business Partnerships & Workforce Architecture About the Company Tech-driven healthcare services provider... ...style that fosters trust and inclusivity. Hiring Manager Title Chief People Officer Functions ~ Human...
Confidential
San Diego, CA3 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 sales Chula Vista, CA
- vice president healthcare Chula Vista, CA
- vice president of retail Chula Vista, CA
- vice president education Chula Vista, CA
- vice president real estate development Chula Vista, CA
- vice president regulatory affairs Chula Vista, CA
- senior vice president of operations Chula Vista, CA
- vp support Chula Vista, CA
- vp customer success Chula Vista, CA
- vice president design Chula Vista, CA