Certified Financial Planner

Job Summary

A company is looking for a Vice President, Advisor.

Key Responsibilities

• Service a designated number of clients and generate business through various channels
• Maintain and expand assigned territory in the referral network and assess key business indicators
• Support the professional development of wealth advisors and participate in firm initiatives

Required Qualifications

• Undergraduate degree required, preferably in a business-related major
• Minimum 5-10 years of relationship management/sales experience within financial services
• Certified Financial Planner designation
• Extensive knowledge of financial, investment, and risk management concepts
• Demonstrated leadership capabilities and ability to work independently