Zohorecruit invites qualified financial professionals to join our client in the Dallas, TX area as a Client Development Financial Services Vice President. In this client-facing role, you will grow business from existing clients and referrals, delivering holistic financial planning and portfolio analysis to high-net-worth clientele.
You will collaborate with an established sales and service team to manage retention, referrals, trading, and research, while aiming to expand assets under management
#J-18808-LjbffrSenior Client Growth VP — Wealth Management in fort worth at Unknown Company
This position is listed as full time and onsite.