zohorecruitDallas, TX
VP, Client Development – High-Net-Worth Wealth & Planning
VP, Client Development – High-Net-Worth Wealth & Planning
VP, Client Development – High-Net-Worth Wealth & Planning
zohorecruitDallas, TX
today
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role →Our client in Dallas, TX is seeking a Client Development Financial Services Vice President to expand business with high-net-worth clients through referrals and exceptional service. You will lead holistically with financial planning and portfolio analysis, while coordinating with an established support team.
The role requires 5+ years in client-facing financial roles, active licensing, and a proven ability to convert referrals into ongoing client relationships.
Also on the board Same function, level within a rung
Level
Senior
Location
Dallas, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today