Job Description
Job Description
Client Development Financial Services Vice President
Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Camas, WA office as a Client Development Financial Services Vice President. As a Client Development Financial Services Vice President, you will be in a specialized client-facing role focused on growing business from existing clients and referrals, by providing holistic financial planning and portfolio service analysis.
ABOUT THE ROLE
- Grow business in a client-facing role from both existing and former high-net-worth clientele, as well as their referrals, who have assets more than $500k per household
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