VP Client Development - Camas WA

Zohorecruit; Idaho; On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Medical premiums

401(k) match

PTO & holidays

Family support

Job summary

Our client, a fiduciary fee-only portfolio firm, seeks a Client Development Financial Services Vice President in the Camas, WA area to grow business from existing clients and referrals and to provide holistic financial planning and portfolio analysis. The role emphasizes high-net-worth clients and in-person meetings to deliver investment strategies.

Qualifications include 5+ years in client-facing finance roles, a current Advisor designation or Series 65/7/66, and strong market knowledge.

Qualifications

• 5+ years of client-facing or production-based experience in finance.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66 OR equivalent designations.
• Strong knowledge of capital markets and investment products.
• Experience growing business via referrals and high-volume outreach.

Responsibilities

• Grow business from existing clients and referrals with assets > $500k per household.
• Collaborate with sales/support teams to retain clients and generate new business.
• Meet with clients in-person and by phone to assess needs and present strategies.
• Convey investment management strategies through holistic financial planning.

Skills

Client-facing experience

Sales/Business development

Financial industry knowledge

Education

Investment Advisor Representative designation or Series 65/7/66

Job description

Our client, a highly respected fee-only portfolio managementand fiduciary firm with over $200 billion in assets under management, islooking for qualified financial professionals to join their firm in theirCamas, WA office as a Client Development FinancialServices Vice President. As a Client Development Financial Services VicePresident, you will be in a specialized client-facing role focused on growingbusiness from existing clients and referrals, by providing holistic financialplanning and portfolio service analysis.

ABOUT THE ROLE

• Grow business in a client-facing role from both existing andformer high-net-worth clientele, as well as their referrals, who have assetsmore than $500k per household
• Work alongside an established sales and service supportteam, who will assist you in being successful within the role by managingclient retention, lead generation, trading, and investment research, while youtake on the responsibility to help our client's high-net-worth clientele reachtheir financial goals
• Call current clients who have liquid assets outside of our client's management, as well as generate referrals, to meet with the current,former, and prospective high-net-worth clientele via telephone and in-personmeetings to gather additional new business
• Convey and present the firm's investment managementstrategies to the high-net-worth clientele, which will include holisticfinancial planning and portfolio service analysis
• Obtain documentation from current, former, and prospectivehigh-net-worth clientele needed to add accounts to our client's firm

Requirements

• 5 or more years of experience with client-facing orproduction-based roles within the financial industry
• Current Investment Advisor Representative designation, ORSeries 65, OR a combination of FINRA Series 7 and Series 66, OR qualifyingfinancial professional designations or equivalents - the firm will also assistyou in obtaining the Series 65 within 60 days of start date
• Extensive market knowledge and understanding of capitalmarkets and investment products
• Extensive experience with growing business via referrals, aswell as high-volume phone activity and in-person meetings
• $80,000 base salary to start with a gradual step-downdecline to $40,000 base salary; compensation also includes uncapped commission,as well as a quarterly bonus
• 100% paid medical, dental, and vision premiums for you andqualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and3 days of sick time for California employees)
• Family Support programs, including 8 weeks Paid PrimaryCaregiver leave, adoption assistance, and back-up childcare

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER