Account Manager

Meridian Valley Inc.; Raleigh (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Meridian Valley Inc. in Raleigh, NC, seeks a FULL_TIME Account Manager to oversee wealth management and investment advisory services for high-net-worth clients.

You will build relationships, provide personalized financial planning, and manage portfolios to preserve wealth and support goals. This role emphasizes strong communication, collaboration with internal teams, and staying current with market trends and regulatory changes.

Qualifications

• Bachelor's degree required in finance, accounting, or related field.
• 3–5 years in financial services, wealth management, or related field.
• Strong communication and interpersonal skills to build client relationships.

Responsibilities

• Develop and maintain strong client relationships to understand financial goals.
• Provide personalized financial planning and investment management services.
• Monitor client portfolios to ensure alignment with goals and risk tolerance.
• Collaborate with internal teams to deliver comprehensive financial solutions.
• Stay updated on industry trends and regulatory changes to advise clients.

Skills

Client relationships

Financial planning

Investment management

Wealth preservation

Education

Bachelor's degree in finance or related field

Tools

Financial modeling software

Portfolio analysis tools

Job description

Meridian Valley Inc., a financial services company in Raleigh, NC, seeks a FULL_TIME Account Manager to manage wealth management and investment advisory services. The role involves building client relationships and providing personalized financial advice to high-net-worth individuals and families. The Account Manager will be responsible for ongoing financial planning, investment management, and wealth preservation. The position offers a negotiable salary and benefits, with the application deadline set for November 23, 2026.

The Account Manager will manage a portfolio of clients, providing tailored financial advice and ensuring their needs are met. This includes financial planning, investment management, and wealth preservation. The role requires strong communication skills to build and maintain client relationships. The Account Manager will work in a collaborative environment, contributing to clients' financial well-being.

The Account Manager will work in a collaborative and supportive environment with the team in Raleigh, NC. The workplace is in Raleigh, NC, offering a supportive and collaborative setting. The role involves working with a team to provide comprehensive financial services to clients.

The Account Manager will receive a negotiable salary and benefits, with the exact amount and package being determined through negotiation based on the individual's experience and qualifications. This role offers a competitive compensation package, which includes a range of benefits such as health insurance, retirement plans, paid time off, and possibly other perks like professional development opportunities or flexible work arrangements. The goal is to ensure that the compensation reflects the value and contributions of the Account Manager to the organization.

The Account Manager must have a degree in finance, accounting, or a related field. Experience in wealth management or investment advisory services is required. Strong communication and interpersonal skills are essential. The candidate should have a proven track record of building and maintaining client relationships.

The application deadline is November 23, 2026. The Account Manager role offers a unique opportunity to make a significant impact on clients' financial well-being.

Key Responsibilities

• Develop and maintain strong relationships with clients to understand their financial goals and objectives.
• Provide personalized financial planning and investment management services to help clients achieve their wealth-building objectives.
• Monitor and analyze client portfolios to ensure they are aligned with their financial goals and risk tolerance.
• Collaborate with internal teams, including investment professionals and compliance officers, to deliver comprehensive financial solutions.
• Stay up-to-date with industry trends, market developments, and regulatory changes to provide clients with expert advice.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• 3-5 years of experience in financial services, wealth management, or a related field.
• Strong understanding of financial planning, investment management, and wealth preservation principles.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Proficiency in financial modeling, portfolio analysis, and financial software tools.