Vice President of Wealth Advisory
Job Summary
Managing day-to-day client portfolio activities, the full-time Vice President of Wealth Advisory will oversee asset allocation, performance monitoring, and trading while collaborating with external advisors to provide integrated wealth management services.
Key responsibilities:
- Oversee client portfolio management, including asset allocation and performance monitoring
- Liaise with external advisors to deliver comprehensive advisory services
- Manage client meetings and contribute to the development of junior staff's work products
Required qualifications:
- Minimum of 5 years of relevant work experience; CFP certification is a plus
- Experience with high-net-worth individuals and families, emphasizing client service
- Familiarity with portfolio management, tax efficiency, and trust and estate planning
- Ability to work collaboratively within client relationship teams
- Highly motivated, ethical, and professionally mature individual
Complete Job Description
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