- Client Relationship Management: Build and maintain strong relationships with first responder clients, serving as their primary point of contact for all financial matters.
- Portfolio Oversight: Monitor and manage client investment portfolios, ensuring alignment with their financial objectives, risk tolerance, and changing circumstances.
- Financial Planning: Collaborate with clients to develop comprehensive financial plans tailored to their unique goals, including retirement planning, estate planning, tax strategies, and insurance coverage.
- Proactive Communication: Keep clients informed of market developments, investment performance, and relevant financial news through regular communications and meetings.
- Client Advocacy: Advocate for clients' interests and proactively address any concerns or questions they may have regarding their financial plans or investment strategies.
- Compliance and Regulatory Adherence: Ensure all client interactions and investment recommendations comply with regulatory requirements and internal compliance policies.
- Collaboration: Work closely with other team members, including financial advisors, analysts, and support staff, to deliver exceptional service and holistic financial solutions to clients.
- Continuous Learning: Stay abreast of industry trends, regulatory changes, and best practices in wealth management to enhance expertise and provide value-added services to clients.
- Client Retention: Identify opportunities to deepen client relationships and increase client satisfaction through personalized service, proactive engagement, and tailored financial solutions.
- Bachelor's degree in Finance, Business Administration, or related field. CFP, CFA, or equivalent certification preferred.
- Series 65 license required.
- Minimum of 2 years of experience in wealth management or financial advisory role, with a track record of success in client relationship management.
- Strong understanding of investment products, financial markets, and wealth management principles.
- Excellent communication, interpersonal, and presentation skills.
- Ability to prioritize tasks, manage multiple client relationships, and thrive in a fast-paced, dynamic environment.
- Dedication to serving the unique needs and interests of first responder clients with integrity, empathy, and professionalism.
- $65-80k base salary plus incentives
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Investment Account Manager - Frisco, United States - Claire Myers Consulting
Description
Our client is a leading financial advisory firm specializing in providing comprehensive wealth management services to first responders. They understand the unique financial needs and challenges faced by those who dedicate their lives to serving and protecting communities. Their mission is to provide tailored financial solutions that empower clients to achieve their long-term financial goals and secure their financial futures.
Job Description
They are looking for a dedicated and experienced Account Manager to join the team and oversee the client servicing for first responder clientele. The ideal candidate will have a strong background in wealth management and a genuine passion for serving clients in this sector.
Key Responsibilities
Qualifications
Compensation
