VP Client Development - Camas WA

Camas, United States | Posted on 02/05/2026

Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, islooking 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.

• Grow business in a client-facing role from both existing andformer 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 youtake 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 ourclient’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

• 5 or more years of experience with client-facing or production-based roles within the financial industry
• Current Investment Advisor Representative designation, ORSeries 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial 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 capital markets 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-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 and3 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