Focus Financial Partners

Focus Financial Partners

Vice President, Client Advisor

Dallas, TX · Exec

Sponsorship not specified$120k-$130kDetected 40 days ago
Business DevelopmentAccountingExcelCommunicationTime ManagementPublic SpeakingMicrosoft Office

About the role

  • SCS is seeking a Vice President ("VP") to join the Dallas, TX office.
  • As a part of a client advisor team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.
  • We are seeking candidates who are well organized, energetic, and team-oriented.

Responsibilities

  • Actively manage and oversee the client's investment and financial plans
  • Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
  • Capitalize on experience to drive process and efficiency improvements
  • Support new business development activities

Requirements

  • 5-7+ years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment
  • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
  • Minimum of a Bachelor's degree; CFP or CFA designation highly preferred
  • Fluency in planning and/or investment topics
  • Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
  • Excellent organizational, prioritization, and time management skills
  • Analytical with a strong attention to detail; Problem solve effectively
  • Strong written and oral communication skills
  • Willingness to travel for client meetings

Nice to have

  • Minimum of a Bachelor's degree
  • CFP or CFA designation highly preferred

Compensation

  • Actively manage and oversee the client's investment and financial plans
  • Prepare client meeting presentations and oversee any manual reporting coordination
  • Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
  • Participate in client meetings and assist with client inquiries and requests in a timely manner
  • Serve as first point of contact for some clients
  • Think creatively and strategically about client needs
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This listing is sourced directly from Focus Financial Partners's careers page and normalized into a canonical job model.