What are the responsibilities and job description for the Vice President Financial Planning position at Radium Search?
VP Wealth Advisor - Cleveland
Our client is a leading firm and is known for distinctive and distinguished platform, offering advice that truly makes a difference. Their Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion.
What You’ll Do: As a Wealth Advisor, within your community, serving as a financial confidante to your clients. You will:
- Attract clients to the firm and help them navigate increasingly complex financial challenges.
- Understand each client’s values, lifestyle, and philanthropic goals.
- Connect clients to the firm’s vast planning and investing expertise, customizing advice to enable better, more informed wealth decisions.
- Enhance clients’ financial well-being while distinguishing yourself in a crowded field.
What you need to succeed: The most successful advisors come from diverse backgrounds and have oriented their practice around their relationships.
You do not need to transfer clients, but will be given time and support to grow your book of HNW clients.
Salary : $200,000 - $300,000