Client Growth Executive - Financial Advisory

GetJobSmart; Tampa (FL); On-site; USD 55,000 - 81,000; Full time

Job summary

Aspen Valley Partners in Tampa, FL, is seeking an Account Executive for full-time employment. The role offers a salary range of $55,000 to $81,038 per year and focuses on managing and growing client relationships, delivering excellent service, and achieving sales targets.

You will work with a collaborative team in the financial services sector, identifying new opportunities and providing strategic solutions.

Qualifications

• Bachelor's degree in Finance or related field.
• 2–4 years of sales or account management experience.
• Proven track record of meeting sales targets.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and deadlines.
• Knowledge of financial products and services.

Responsibilities

• Manage and grow a portfolio of high-value clients.
• Develop and maintain strong client relationships as primary contact.
• Identify and pursue new business opportunities to drive revenue.
• Collaborate with cross-functional teams to deliver financial solutions.
• Stay updated on industry trends to improve services.
• Provide regular reports to senior management on client performance.

Skills

Client relationships

Sales targets

Interpersonal skills

Communication

Time management

Organization

Financial products knowledge

Education

Bachelor's degree in Finance/Accounting

Job description

Aspen Valley Partners in Tampa, FL, is seeking an Account Executive for full-time employment. The role offers a salary range of $55,000 to $81,038 per year and focuses on managing and growing client relationships, delivering excellent service, and achieving sales targets.

You will work with a collaborative team in the financial services sector, identifying new opportunities and providing strategic solutions.