Wealth Client Growth VP - Financial Services

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.