ClientDevelopment Financial Services Vice President
Our client, a highly respected fee-only portfolio managementand fiduciary firm with over $200 billion in assets under management, islooking for qualified financial professionals to join their firm in their Tampa, FL office as a Client Development FinancialServices Vice President. As a Client Development Financial Services VicePresident, you will be in a specialized client-facing role focused on growingbusiness from existing clients and referrals, by providing holistic financialplanning and portfolio service analysis.
ABOUT THE ROLE
Grow business in a client-facing role from both existing andformer high-net-worth clientele, as well as their referrals, who have assetsmore than $500k per household
Work alongside an established sales and service supportteam, who will assist you in being successful within the role by managingclient retention, lead generation, trading, and investment research, while youtake on the responsibility to help our client’s high-net-worth clientele reachtheir financial goals
Call current clients who have liquid assets outside of ourclient’s management, as well as generate referrals, to meet with the current,former, and prospective high-net-worth clientele via telephone and in-personmeetings to gather additional new business
Convey and present the firm’s investment managementstrategies to the high-net-worth clientele, which will include holisticfinancial planning and portfolio service analysis
Obtain documentation from current, former, and prospectivehigh-net-worth clientele needed to add accounts to our client’s firm
Requirements
5 or more years of experience with client-facing orproduction-based roles within the financial industry
Current Investment Advisor Representative designation, ORSeries 65, OR a combination of FINRA Series 7 and Series 66, OR qualifyingfinancial professional designations or equivalents—the firm will also assistyou in obtaining the Series 65 within 60 days of start date
Extensive market knowledge and understanding of capitalmarkets and investment products
Extensive experience with growing business via referrals, aswell as high-volume phone activity and in-person meetings
Benefits
Base salary to start with a gradual step-downdecline; compensation also includes uncapped commission,as well as a quarterly bonus
100% paid medical, dental, and vision premiums for you andqualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 10 paid holidays (*17 days of PTO and3 days of sick time for California employees)
Family Support programs, including 8 weeks Paid PrimaryCaregiver leave, adoption assistance, and back-up childcare
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
Numbers & Facts
Location
Tampa, Florida
Skills
Asset Managementunmatched
Business Growthunmatched
Customer Relationsunmatched
Documentationunmatched
Fiduciaryunmatched
Financeunmatched
Financial Servicesunmatched
High Net Worthunmatched
Investment Servicesunmatched
Lead Generationunmatched
Portfolio Analysisunmatched
Salesunmatched
Series 65unmatched
Series 66unmatched
Series 7unmatched
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