About this opportunity
Focus Partners Wealth lists this VP of Wealth Management & Client Strategy opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.