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 analy...