Be an early applicantLess than 25 applicantsPosted by Agency
Claire Myers Consulting ยท 2 days ago
Account Manager
Frisco, TX
Full-time
Onsite
Entry Level
$55K/yr - $75K/yr
2+ years exp
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Insider Connection @Claire Myers Consulting
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.
Qualification
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Required
Bachelor's degree in Finance, Business Administration, or related field and/or equivalent industry experience of at least 2 years
Series 65 license required
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
Preferred
Entry-level experience in wealth management or financial advisory role
Company
Claire Myers Consulting
Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
C
Claire M. Vitale
Founder
Erin Elder, Ed.D.
Sr. Partnerships Manager
Company data provided by crunchbase
