05 Aug
Account Executive- Investments
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.
- Candidates must be willing and able to travel within the service region as needed.
- All joboffersarecontingentuponsuccessful completionofabackgroundcheck.
Vacancy expired!