Director of Wealth Management

Join Our Team in Tampa, FL as VP of Client Development

Are you an experienced professional looking to make an impact in the financial services industry? We are seeking a Vice President of Client Development to join our team in Tampa, FL. In this role, you will have the opportunity to build and strengthen relationships with high-net-worth clients and their referrals through comprehensive financial planning and portfolio analysis.

Key Responsibilities

Relationship Building: Cultivate and expand business relationships with high-net-worth clients and their referrals, focusing on those with assets over $500k per household.

Collaborative Support: Work alongside a dedicated sales and service support team to assist with client retention, lead generation, trading, and investment research.

Client Engagement: Engage with clients to generate referrals from those with liquid assets outside of our management and secure meetings with prospective clients through phone and in-person interactions.

Financial Planning: Present investment management strategies to clients, emphasizing holistic financial planning and portfolio analysis.

Documentation Management: Collect necessary documentation from clients to facilitate account additions.

Qualifications

Experience: Minimum of 5 years in client-facing or production-based roles within the financial services industry.

Certifications: Current Investment Advisor Representative designation, Series 65, or a combination of FINRA Series 7 and Series 66. Assistance provided for Series 65 within 60 days of starting.

Market Knowledge: Strong understanding of capital markets, investment products, and business growth through referrals.

Outreach Skills: Proven track record in high-volume phone outreach and successful in-person meetings.

Benefits

Compensation: Competitive base salary with uncapped commission potential and quarterly bonuses.

Insurance: 100% coverage of medical, dental, and vision premiums for you and eligible dependents.

Retirement: 50% 401(k) match, up to the IRS maximum.

Time Off: Generous paid time off policy, including 20 days of PTO and 10 paid holidays (17 days of PTO and 3 sick days for California employees).

Family Support: Programs include 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.

Equal Opportunity Employer

We are dedicated to fostering a diverse and inclusive workplace, welcoming applications from all qualified individuals. Join us in shaping a thriving and supportive work environment.

Employment Type: Full-Time