Account Executive

Aspen Prime Partners; Nashville (TN); On-site; USD 60,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

Retirement plan with company match

Tuition reimbursement

Industry conferences & workshops

Job summary

Aspen Prime Partners in Nashville, TN is seeking an Account Executive to join a collaborative financial services team. The role focuses on building client relationships, assessing financial needs, and offering personalized advice while managing client portfolios and providing regular updates.

You will work with experienced professionals in our Nashville office, contributing ideas and learning from the team.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• Minimum 3 years in financial services or investment management.
• Proven sales and client-relationship track record.
• Strong knowledge of financial products and market trends.
• Excellent communication and interpersonal skills.
• Ability to work independently in a fast-paced environment.
• Valid driver’s license and reliable transportation.

Responsibilities

• Develop and maintain client relationships to drive growth.
• Provide exceptional service and address financial needs.
• Identify and pursue new business opportunities.
• Monitor portfolios and provide performance updates.
• Collaborate with investment team on goals and risk.
• Attend industry events to stay informed.
• Support marketing and sales strategies.

Skills

Sales experience

Client relationships

Communication skills

Negotiation

Team collaboration

CRM software

Portfolio monitoring

Education

Bachelor's degree

Tools

CRM software

Portfolio tracking

Job description

Aspen Prime Partners, a financial services firm in Nashville, TN, seeks an Account Executive to join its team. This full-time role offers a salary range of $60,000 to $83,088 and is open until November 23, 2026.

In this role, you will build client relationships, assess financial needs, and offer personalized advice. You will also manage client portfolios, monitor performance, and provide regular updates.

You will work in a collaborative environment with experienced professionals in our Nashville office, where you'll have the opportunity to learn from their expertise and contribute your own ideas. Our team values contributions and encourages a supportive culture, fostering an atmosphere where everyone's input is respected and appreciated. This collaborative approach not only enhances the quality of the work but also promotes personal and professional growth.

The salary range for this position is $60,000 to $83,088 per year, which is competitive within the industry. In addition to the base salary, the company offers a comprehensive benefits package that includes health insurance, dental and vision coverage, and a retirement plan with a company match. Employees also have access to professional development opportunities, such as tuition reimbursement for courses and certifications, and the chance to attend industry conferences and workshops.

The company is committed to the growth and well-being of its employees, providing a supportive and inclusive work environment.

You should have a bachelor's degree in finance, business, or a related field. Experience in financial services or investment management is preferred. Strong communication and relationship-building skills are essential.

Duties:

• Develop and maintain strong relationships with existing and potential clients to drive business growth.
• Provide exceptional customer service and support to clients, addressing their financial needs and concerns.
• Identify and pursue new business opportunities through networking, marketing, and sales efforts.
• Monitor client portfolios and provide regular updates on performance and recommendations for adjustments.
• Collaborate with the investment team to ensure clients' portfolios are aligned with their financial goals and risk tolerance.
• Attend industry events, conferences, and workshops to stay informed about market trends and best practices.
• Contribute to the development and implementation of marketing and sales strategies to drive business growth.

Requirements:

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in financial services, investment management, or a related field.
• Proven track record of success in sales and client relationship management.
• Strong knowledge of financial products, services, and market trends.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Valid driver's license and reliable transportation.

• health insurance
• dental and vision coverage
• a retirement plan with a company match
• tuition reimbursement for courses and certifications
• chance to attend industry conferences and workshops