VP Client Development - Dallas TX

Client Development Financial Services Vice President

Our client a highly respected feeonly 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 Dallas TX office as a Client Development Financial Services Vice President. As a Client Development Financial Services Vice President you will be in a specialized clientfacing 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 clientfacing role from both existing and former highnetworth 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 highnetworth 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 highnetworth clientele via telephone and inperson meetings to gather additional new business
  
• Convey and present the firm s investment management strategies to the highnetworth clientele which will include holistic financial planning and portfolio service analysis
  
• Obtain documentation from current former and prospective highnetworth clientele needed to add accounts to our client s firm
  

Requirements

• 5 or more years of experience with clientfacing or productionbased roles 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 the firm will also assist you in obtaining the Series 65 within 60 days of start date
  
• Extensive market knowledge and understanding of capital markets and investment products
  
• Extensive experience with growing business via referrals as well as highvolume phone activity and inperson meetings
  

Benefits

• Base salary to start with a gradual stepdown decline; compensation also includes uncapped commission as well as a quarterly bonus
  
• 100% paid medical dental and vision premiums for you and qualifying dependents
  
• A 50% 401(k) match up to the IRS maximum
  
• 20 days of PTO* plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  
• Family Support programs including 8 weeks Paid Primary Caregiver leave adoption assistance and backup childcare
  

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER