VP Wealth Management

About the Role

Our client, a well-established, publicly traded Texas-based financial institution, is seeking a relationship-focused professional to develop new business while managing, retaining, and expanding an existing portfolio of clients. This role is responsible for building long-term relationships by partnering with internal banking professionals, cultivating referral sources such as attorneys, accountants, and other business professionals, and maintaining a strong presence in the local community.

Responsibilities

• Develop new business and manage an existing portfolio of clients
• Build long-term relationships with clients and referral sources
• Partner with internal banking professionals to provide comprehensive financial solutions
• Maintain a strong presence in the local community
• Provide financial advisory solutions across multiple business lines

Qualifications

The ideal candidate enjoys relationship development, networking, and building a book of business. They should have experience in financial advisory, wealth management, or a related field, and be able to work independently to grow their client portfolio.

Benefits

• Strong benefits package
• Attractive earning potential
• Opportunity to grow a significant client portfolio

The organization offers a comprehensive suite of banking and wealth management solutions, combining the stability of an established financial institution with a strong Texas presence and more than a century of operating history.