05 Aug
Account Executive- Investments
Vermont, Usvt 00000 Usvt USA

Vacancy expired!

Job Description

The Account Executive assists in servicing retirement plans and individual wealth management clients and works in close coordination with our Investment Advisors. This is a full-time, exempt position.

Qualifications

  • Education: Bachelor’s Degree.
  • Experience: 5 years of professional experience in a related field preferred.
  • Licensing: We will support a candidate to obtain the appropriate securities licenses within the first 6 months of employment.
  • Must possess a genuine desire to help clients, both proactively and in response to their inquiries and needs.
  • Must be proficient in the use of technology, so candidatecan learn our systems of reporting, planning, and analytics for clients.
  • Must have experience developing and preparing presentation materials.

Additional Information

Knowledge, Skills & Abilities

  • Ability to work independently in a dynamic work environment and manage multiple projects is required.
  • High degree of self-discipline and motivation.
  • Ability to receive and interpret complex information and to respond appropriately.
  • Excellent verbal and written communication skills.
  • Excellent math and organizational skills.
  • Strong accuracy and attention to detail.

Conditions of Employment

  • Candidates must be willing and able to travel within the service region as needed.
  • All joboffersarecontingentuponsuccessful completionofabackgroundcheck.

Vacancy expired!


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