Our client, a respected fee-only portfolio management and fiduciary firm, seeks a Client Development Financial Services Vice President in Tampa, FL. The role focuses on growing business from existing clients and referrals through holistic financial planning and portfolio service analysis.
Responsibilities include contacting high-net-worth clients, presenting investment strategies, and coordinating with support teams to enhance retention and new business.
#J-18808-LjbffrWealth Client Growth VP in tampa at Unknown Company
This position is listed as full time and onsite.