Account Manager

Cedar Atlantic; Jacksonville (FL); On-site; USD 70,000 - 101,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Professional development opportunities

Job summary

Cedar Atlantic in Jacksonville, FL is seeking an Account Manager to manage and grow client relationships, providing personalized financial advice and strategic planning. Base salary ranges from $70,000 to $101,064 per year with health insurance and a 401(k) plan.

The role emphasizes client consultations, portfolio reviews, and collaboration with investment advisors in a team environment. Ideal candidates hold a bachelor’s degree in finance or related field and have 3–5 years of wealth management

Job description

Account Manager at Cedar Atlantic in Jacksonville, FL, FULL_TIME position. Manage and grow client relationships, providing personalized financial advice and strategic planning. Salary range: $70,000 - $101,064.

Day-to-day tasks include client consultations, portfolio reviews, and financial planning. Develop and implement strategies to meet client goals. Maintain accurate records and provide regular updates. Collaborate with investment advisors and other team members.

Working in a team environment at Cedar Atlantic's office in Jacksonville, FL, involves collaborating with colleagues to achieve common goals and foster a positive and collaborative workplace culture. This could include participating in team meetings, sharing ideas, and providing support to team members. Additionally, the role may involve supporting community initiatives and events, such as volunteering at local charities, participating in fundraisers, or organizing company-wide events that benefit the community. These efforts not only contribute to the success of the team and the company but also help to build a strong sense of community and camaraderie among employees.

The salary range for this position is between $70,000 and $101,064 per year, providing a competitive compensation package. In addition to the base salary, employees are offered comprehensive health insurance plans that cover medical, dental, and vision care. Retirement benefits are also available, with options such as a 401(k) plan to help employees save for their future. Furthermore, the role includes opportunities for professional development, allowing employees to enhance their skills and advance their careers within the organization.

Requirements include a bachelor's degree in finance, accounting, or a related field. Minimum 3 years of experience in financial services or related industry. Strong communication and interpersonal skills. Knowledge of financial products and services.

Responsibilities

• Build and maintain strong relationships with existing clients, fostering trust and loyalty through regular communication and personalized service.
• Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
• Monitor client portfolios, providing periodic reviews and adjustments to ensure optimal performance and alignment with their financial objectives.
• Collaborate with the investment team to identify investment opportunities and risks, ensuring our clients' portfolios are well-diversified and positioned for growth.
• Stay informed about market trends, regulatory changes, and industry best practices, applying this knowledge to provide clients with informed and strategic advice.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field, or equivalent experience.
• 3-5 years of experience in wealth management, investment advisory, or a related field, preferably in a financial services company.
• Strong understanding of financial products, investment strategies, and risk management principles.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proficiency in financial modeling, portfolio analysis, and client relationship management software.