Scsfinancial
Vice President, Client Advisor
Dallas, TX · Exec
Sponsorship not specified$120k-$130kDetected 39 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 Scsfinancial's careers page and normalized into a canonical job model.