Our client in Dallas, TX is seeking a Client Development Financial Services Vice President to expand business with high-net-worth clients through referrals and exceptional service. You will lead holistically with financial planning and portfolio analysis, while coordinating with an established support team.
The role requires 5+ years in client-facing financial roles, active licensing, and a proven ability to convert referrals into ongoing client relationships.
#J-18808-LjbffrVP, Client Development – High-Net-Worth Wealth & Planning in dallas at Unknown Company
This position is listed as full time and onsite.