Vice President - Wealth Advisor

About the Company:

Our client is a leading financial planning and advisory firm dedicated to providing innovative and personalized wealth management solutions. They are known for their client-centric approach and use of advanced technology to deliver comprehensive financial strategies. The firm is currently seeking an experienced Vice President of Wealth Advisor to drive growth and play a role in their expansion.

About the Role:

The Vice President of Wealth Advisor will be responsible for leading a team of financial advisors, developing strategic plans to enhance client acquisition and retention, and ensuring the delivery of high-quality financial planning services. This role requires a strong leader with a track record of success in wealth management and a deep understanding of investment strategies.

Responsibilities:

• Strategic Development: Develop and implement strategies to drive growth in the firm’s wealth management services and expand the client base.
• Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, offering tailored financial planning and investment advice.
• Market Analysis: Stay informed about market trends and investment opportunities to provide clients with current and relevant advice.
• Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service.
• Representation: Represent the firm at industry events and networking functions to enhance the firm’s visibility and reputation.

Qualifications:

• A mobile book of HNW/UHNW clients.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degree (MBA, CFP) preferred.
• At least 7 years of experience in wealth management or financial advisory roles, with a demonstrated history of success.
• Strong leadership and team management skills, with experience in developing and guiding financial professionals.
• Deep knowledge of investment strategies, financial planning, and market dynamics.
• Excellent communication and interpersonal skills, with a proven ability to build and sustain client relationships.
• Proven track record of developing and executing strategic business plans to achieve growth objectives.
• Proficiency in financial planning software and tools.

Pay range and compensation package:

Competitive commission structure and performance-based incentives. Opportunities for professional development and career advancement. A dynamic and supportive work environment.