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Account Manager Job Description:

Working in the Operations Department at a Major Firm, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solutions and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.

Expertise

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 6, 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Degrees and/or other professional certifications such as a CFP are helpful; but not required.

Skills needed

• Being coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team-based, fast paced environment you take initiative and exceed expectations
• Outstanding written and verbal communication and problem-solving skills
• Attention to detail, ability to prioritize effectively
• Excellent interpersonal skills, phone sales skills and relationship building abilities
• Strong computer skills, with proficiency in Google Products and/or Databases such as Salesforce, Zoho or Hubspot

Requirements

• Series 6 License
• Must have no more then One(1) disclosable event on your U5 and must be greater then One(1) year old

You joined the financial services industry to make a difference in the lives of your clients. At Financial Staffer, we have a relentless commitment to our clients. Let us connect you to a firm that is a stable industry leader where the focus is on the importance of communicating to connect and not just communicating to transact. As a Staffing agency we want to empower professional flexibility, growth, and support thus enabling long-term success for you and your Clients.