SCS, part of Focus Partners Family Office and OCIO, seeks a Vice President to join the Dallas, TX office. As part of a client advisory team, the VP will work to ensure clients receive a world class wealth management experience, handling investment and financial plans, preparing meetings, and coordinating reporting.
The right candidate will be well organized, self-motivated, with 5-7+ years in wealth management, CFP/CFA preferred, strong communication, and travel willingness for client meetings.
#J-18808-LjbffrVP of Wealth Management & Client Strategy in northern at Unknown Company
This position is listed as full time and onsite.