What are the responsibilities and job description for the Vice President - Wealth Advisor position at Coda Search│Staffing?
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.
