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Senior Client VP — Wealth Management

Job in Town of Texas, Marathon County, Wisconsin, USA
Listing for: CNI Consulting Inc.
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 280000 USD Yearly USD 120000.00 280000.00 YEAR
Job Description & How to Apply Below
Position: Senior Client Growth VP — Wealth Management
Location: Town of Texas

Zohorecruit invites qualified financial professionals to join our client in the Dallas, TX area as a Client Development Financial Services Vice President. In this client-facing role, you will grow business from existing clients and referrals, delivering holistic financial planning and portfolio analysis to high-net-worth clientele.

You will collaborate with an established sales and service team to manage retention, referrals, trading, and research, while aiming to expand assets under management

This is an excellent opening to take on the Senior Client Growth VP — Wealth Management role at CNI Consulting Inc.

Join us at CNI Consulting Inc. as our next Senior Client Growth VP — Wealth Management in Town of Texas, WI, United States.

We are currently recruiting a Senior Client Growth VP — Wealth Management for our team in Town of Texas, WI, United States.

Position Requirements
10+ Years work experience
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