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Account Manager

Company: Claire Myers Consulting
Location: Frisco
Posted on: May 15, 2024

Job Description:

Our client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.

Key Responsibilities

  • Client Relationship Support: Assist in building and maintaining strong relationships with first responder clients, offering support and guidance in their financial journey.
  • Portfolio Assistance: Aid in monitoring and managing client investment portfolios to ensure they align with financial objectives and risk tolerance.
  • Financial Planning Support: Collaborate with clients and senior advisors to develop comprehensive financial plans tailored to individual goals and needs.
  • Communication Assistance: Support proactive communication efforts by helping to keep clients informed of relevant financial news and updates.
  • Client Advocacy: Assist in addressing client concerns or questions regarding their financial plans or investment strategies, advocating for their interests.
  • Compliance Support: Ensure adherence to regulatory requirements and internal compliance policies in all client interactions and recommendations.
  • Team Collaboration: Work closely with senior advisors and support staff to deliver exceptional service and holistic financial solutions to clients.
  • Learning and Development: Engage in continuous learning to stay informed about industry trends and best practices in wealth management. Qualifications
    • Bachelor's degree in Finance, Business Administration, or related field and/or equivalent industry experience of at least 2 years.
    • Series 65 license required.
    • Entry-level experience in wealth management or financial advisory role preferred.
    • Basic understanding of investment products, financial markets, and wealth management principles.
    • Excellent communication and interpersonal skills.
    • Ability to prioritize tasks and thrive in a fast-paced, dynamic environment.
    • Dedication to serving the unique needs and interests of first responder clients with integrity and professionalism. Compensation
      • $55-75k

Keywords: Claire Myers Consulting, Frisco , Account Manager, Executive , Frisco, Texas

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