Job Details

A company is looking for a Vice President, Advisor.Key ResponsibilitiesService a designated number of clients and generate business through various channelsMaintain and expand assigned territory in the referral network and assess key business indicatorsSupport the professional development of wealth advisors and participate in firm initiativesRequired QualificationsUndergraduate degree required, preferably in a business-related majorMinimum 5-10 years of relationship management/sales experience within financial servicesCertified Financial Planner designationExtensive knowledge of financial, investment, and risk management conceptsDemonstrated leadership capabilities and ability to work independently