United States onlyA boutique investment advisory firm seeking a VP of Wealth Management to deliver comprehensive wealth management advice and planning solutions, develop expertise in the firm's investment philosophy, and grow client relationships.
Requirements
- Bachelor's degree (required)
- 7+ years of experience as a client-facing advisor, with a strong background in investment management or portfolio construction
- Certified Financial Planner (CFP) designation or Chartered Financial Analyst (CFA) (preferred)
- Series 65 or Series 66 license (required)
- Exceptional communication and interpersonal skills
- Excellent attention to detail and strong organizational abilities
Benefits
- Annual bonus
- Exceptional benefits
AU, CA + 3 more