Tampa, Florida, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Our client, a respected fee-only portfolio management and fiduciary firm, seeks a Client Development Financial Services Vice President in Tampa, FL. The role focuses on growing business from existing clients and referrals through holistic financial planning and portfolio service analysis.
Responsibilities include contacting high-net-worth clients, presenting investment strategies, and coordinating with support teams to enhance retention and new business.
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What You'll Do
Our client, a respected fee-only portfolio management and fiduciary firm, seeks a Client Development Financial Services Vice President in Tampa, FL.
The role focuses on growing business from existing clients and referrals through holistic financial planning and portfolio service analysis.
Responsibilities include contacting high-net-worth clients, presenting investment strategies, and coordinating with support teams to enhance retention and new business.
