Vice President of Advice and Financial Planning recruitment

I.     MISSION 

Based out of Dallas, TX, the VP of Advice and Financial Planning (VPA) is responsible for the training, sale and implementation of advice for new and existing Partner Firms of United Capital.  The VPA will be working directly with our field sales professionals and clients at our regional offices across the country.

The ideal candidate should exhibit excellent sales and communication skills, good judgment, and an ability to take initiative. The ability to effectively interact and train a dynamic and intellectual group who believes in improving not only the client experience, but the employee experience is absolutely critical to this role.

II.    ESSENTIAL RESPONSIBILITIES

III. POSITION SPECIFICATIONS

Experience and Education:

Skills and Knowledge:

Core Competencies:

Why join United Capital?

Our primary focus is to help our clients anticipate their financial future so they can make the best financial decisions. As their trusted adviser we are equipped to guide them will all aspects of their financial lives.

As a company we are not only seeking to add value to our client’s lives, but to have a positive impact in the communities we serve. In our industry we are a leading force in bringing a client-centric model of doing business. 

Headquartered in Newport Beach, California, United Capital Financial Advisers is a fast growing national partnership of exceptional private wealth counseling offices. Our clients benefit from this partnering by gaining access to the best in unbiased planning expertise and access to exceptional, non-proprietary investment solutions. Our investment team of CFP®s, CFAs, and advanced-degree professionals work in concert to serve as a full-service wealth advisory firm.