Wealth Client VP
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Banking & Finance -
Management
Wealth Management, Banking & Finance
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.
Join us at CNI Consulting Inc. as our next Wealth Client Growth VP in Tampa, FL, United States.
We are looking to fill the Wealth Client Growth VP position at CNI Consulting Inc. in Tampa, FL, United States.
The Wealth Client Growth VP role at CNI Consulting Inc. is now open for applications in Tampa, FL, United States.
We are currently recruiting a Wealth Client Growth VP for our team in Tampa, FL, United States.
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