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
Work alongside an established sales and service support
team, who will assist you in being successful within the role by managing
client retention, lead generation, trading, and investment research, while you
take on the responsibility to help our client’s high-net-worth clientele reach
their 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-person
meetings to gather additional new business
Convey and present the firm’s investment management
strategies to the high-net-worth clientele, which will include holistic
financial planning and portfolio service analysis
Obtain documentation from current, former, and prospective
high-net-worth clientele needed to add accounts to our client’s firm
Requirements
5 or more years of experience with client-facing or
production-based roles within the financial industry
Current Investment Advisor Representative designation, OR
Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying
financial professional designations or equivalents—the firm will also assist
you in obtaining the Series 65 within 60 days of start date
Extensive market knowledge and understanding of capital
markets and investment products
Extensive experience with growing business via referrals, as
well as high-volume phone activity and in-person meetings
Benefits
$80,000 base salary to start with a gradual step-down
decline 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 and
qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 10 paid holidays (*17 days of PTO and
3 days of sick time for California employees)
Family Support programs, including 8 weeks Paid Primary
Caregiver leave, adoption assistance, and back-up childcare
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
Numbers & Facts
Location
Camas, Washington
Website
www.cniconsultinginc.com
Skills
Asset Managementunmatched
Business Growthunmatched
Capital Marketsunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Documentationunmatched
Fiduciaryunmatched
Financeunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Servicesunmatched
High Net Worthunmatched
Investment Capitalunmatched
Investment Managementunmatched
Investment Servicesunmatched
Investment Strategyunmatched
Lead Generationunmatched
Management Strategyunmatched
Portfolio Analysisunmatched
Sales Managementunmatched
Sales Supportunmatched
Series 65unmatched
Series 66unmatched
Series 7unmatched
🎯
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