Wealth Client Growth VP - Financial Services

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 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.