VP, High-Net-Worth Client & Planning
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-03-05
Listing for:
CNI Consulting Inc.
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A respected financial services firm located in Dallas, TX is seeking a Client Development Financial Services Vice President. In this role, you will focus on growing business from existing high-net-worth clients and referrals. Responsibilities include providing holistic financial planning, managing client relationships, and presenting investment strategies. Ideal candidates should have at least 5 years of client-facing experience in the financial industry, hold relevant certifications, and demonstrate strong expertise in business development.
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