Coda Search│Staffing · 4 days ago
Senior Vice President - Wealth Advisor
Dallas, TX
Full-time
Onsite
Director/Executive
7+ years expCoda Search is a leading financial planning and advisory firm dedicated to providing innovative and personalized wealth management solutions. They are seeking a Vice President of Wealth Advisor to lead a team of financial advisors and drive growth through strategic planning and high-quality client service.
ConsultingRecruitingStaffing Agency
Hiring Manager
Kaleb Albro
Responsibilities
Develop and implement strategies to drive growth in the firm’s wealth management services and expand the client base
Build and maintain strong relationships with high-net-worth clients, offering tailored financial planning and investment advice
Stay informed about market trends and investment opportunities to provide clients with current and relevant advice
Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service
Represent the firm at industry events and networking functions to enhance the firm’s visibility and reputation
Qualification
Required
An existing book of HNW/UHNW clients
Bachelor's degree in Finance, Economics, Business Administration, or a related field
At least 7 years of experience in wealth management or financial advisory roles, with a demonstrated history of success
Strong leadership and team management skills, with experience in developing and guiding financial professionals
Deep knowledge of investment strategies, financial planning, and market dynamics
Excellent communication and interpersonal skills, with a proven ability to build and sustain client relationships
Proven track record of developing and executing strategic business plans to achieve growth objectives
Proficiency in financial planning software and tools
Preferred
Advanced degree (MBA, CFP)
Benefits
Competitive commission structure and performance-based incentives
Opportunities for professional development and career advancement
A dynamic and supportive work environment
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase