VP Client Development - Tampa FL

Job Description

Client Development Financial Services Vice President

Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Tampa, FL office as a Client Development Financial Services Vice President. As a Client Development Financial Services Vice President, you will be in a specialized client-facing role focused on growing business from existing clients and referrals, by providing holistic financial planning and portfolio service analysis.

ABOUT THE ROLE

• Grow business in a client-facing role from both existing and former high-net-worth clientele, as well as their referrals, who have assets more than $500k per household
• Work alongside an established sales and service support team, who will assist you in being successful within the role by managing client retention, lead generation, trading, and investment research, while you take on the responsibility to help our client’s high-net-worth clientele reach their financial goals
• Call current clients who have liquid assets outside of our client’s management, as well as generate referrals, to meet with the current, former, and prospective high-net-worth clientele via telephone and in-person meetings to gather additional new business
• Convey and present the firm’s investment management strategies to the high-net-worth clientele, which will include holistic financial planning and portfolio service analysis
• Obtain documentation from current, former, and prospective high-net-worth clientele needed to add accounts to our client’s firm

Requirements

Benefits

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Requirements

5 to 7 years or more of selling to stock market investors within the financial industry Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets Record of six-figure earnings in each of the past 3 years (pay for production compensation model)