Baltimore Investment Account Manager & Client Advisor

Jasper East LLC; Baltimore (MD); In loco; USD 72.000 - 88.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

401(k) retirement plans

Paid time off

Descrizione del lavoro

Jasper East LLC in Baltimore, MD is seeking a full-time Account Manager to build and maintain strong client relationships, deliver tailored financial advice, and ensure regulatory compliance. You will manage portfolios and collaborate with a team of advisors.

The role requires a bachelor's degree in finance or related field and 3–5 years of experience in financial services. Comp package includes $80,000 base, bonuses, profit-sharing, and comprehensive benefits such as health, dental, vision,

Competenze

• Bachelor's degree in finance, accounting, or a related field.
• 3–5 years of experience in financial services, preferably investment management.
• Strong communication and interpersonal skills; proven client relationship management.

Mansioni

• Manage a portfolio of high-net-worth clients, providing personalized financial advice and investment strategies.
• Conduct regular client meetings to assess needs, provide updates, and address concerns.
• Collaborate with the investment team to develop and implement tailored financial plans for clients.

Conoscenze

Client relationships

Financial analysis

Communication skills

CRM systems

Investment knowledge

Team collaboration

Regulatory knowledge

Formazione

Bachelor's in Finance/Accounting

Strumenti

CRM software

Financial modeling software

Investment research platforms

Descrizione del lavoro

Jasper East LLC in Baltimore, MD is seeking a full-time Account Manager to build and maintain strong client relationships, deliver tailored financial advice, and ensure regulatory compliance. You will manage portfolios and collaborate with a team of advisors.

The role requires a bachelor's degree in finance or related field and 3–5 years of experience in financial services. Comp package includes $80,000 base, bonuses, profit-sharing, and comprehensive benefits such as health, dental, vision,