What are the responsibilities and job description for the Vice President - Wealth Advisor position at Coda SearchStaffing?
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 :
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.
