Account Executive – Financial Services & Growth

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 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.