Job Details

A leading fiduciary wealth management firm is seeking a Vice President for its Dallas office. The VP will be part of a client relationship team ensuring exceptional service for ultra-high-net-worth clients. Requirements include a Bachelor's degree, preferably with CFP or CFA designation, and 5-7 years of relevant experience. Key responsibilities include managing client investments, preparing presentations, and developing strategic solutions. Competitive compensation package offered with annualized pay range of $120,000 - $130,000.#J-18808-Ljbffr