Vp Jobs

About The Position

Requirements

• At least 5 years of wealth management experience; other or additional experience may be considered.
• CFP designation required.
• Ability to independently manage and prioritize multiple projects.
• Organized and detail-oriented, with the ability to manage task lists effectively.
• Excellent written and verbal communication skills.
• Flexible team player who adapts to change and is open to new ideas.
• Ability to think creatively.
• Reliable and follows through on commitments.
• Personal integrity and professional initiative.
• Strong problem-solving and influence/consensus-building skills.
• Ability to work through questions and concerns collaboratively.
• Proficiency in Microsoft Office.
• Required skill levels: Strategic Consulting—Expert; Client Relationship Management—Advanced; Customer Relationship Management (CRM)—Expert; Market Research—Advanced; Meeting Facilitation—Advanced; Portfolio Management—Advanced; Project Management—Advanced; Quality of Service (QoS)—Advanced.
• Bachelor’s degree or higher, preferably in financial planning, business, accounting, finance, economics, or law, or related experience.

Nice To Haves

• Previous supervisory experience managing teams.
• Experience with CRM, portfolio management, and financial planning software.
• Optional skill areas and levels: Sales—Expert; Business Development—Intermediate; Financial Services—Experienced; Investment Management—Experienced; Investments—Experienced; Process Improvements—Advanced; Risk Management—Experienced.

Responsibilities

• Lead and/or support other advisors in managing client engagements.
• Determine appropriate client allocations by analyzing investment objectives, risk tolerance, net worth, income, investment experience, and other relevant knowledge.
• Execute investment and planning activities, including portfolio rebalancing, money movements, required minimum distributions, tax-loss harvesting, charitable planning, lending evaluation, and education funding.
• Service client accounts by completing or coordinating administrative tasks, including tracking account and asset transfers, preparing and presenting performance reports, processing directed transaction requests, and handling account paperwork.
• Initiate and respond to client calls regarding account questions, portfolios, markets, financial planning, money movements, and other requests.
• Assist in developing client financial plans using financial planning software and present results and solutions to clients.
• Monitor client investments, review performance, and recommend portfolio changes as appropriate.
• Prepare for and attend client meetings, and manage or complete meeting follow-up activities.
• Create proposals for prospective clients.
• Coordinate with clients’ attorneys, accountants, and other professionals as needed.
• Develop and maintain working knowledge of financial planning concepts, including gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable and philanthropic strategies.
• Pursue professional development, including additional licenses or designations, and participate in internal and external training sessions and networking events.

Benefits

• Competitive salary.
• Paid time off (PTO).
• Paid holidays.
• 401(k) with employer match.
• May be eligible for performance-based incentives.