Manager in Training

Beacon Premier Group; San Jose (CA); Hybrid; USD 48,000 - 61,000; Full time

Job summary

Beacon Premier Group in San Jose, CA is seeking a Manager in Training for a full-time role. You will manage client accounts, coordinate with team members, and contribute to financial strategies in a dynamic finance environment.

Daily tasks include client consultations, financial product analysis, and transaction processing. You will use CRM and accounting software, along with data analytics platforms, to deliver effective financial solutions while developing leadership and professional skills.

Qualifications

• Background in financial services.
• Strong communication skills.
• Detail-oriented and able to work under pressure.

Responsibilities

• Manage client accounts.
• Coordinate with team members.
• Develop financial strategies.

Skills

Client communication

Team coordination

Financial analysis

Strategic planning

Tools

CRM software

Accounting software

Data analytics platforms

Job description

Beacon Premier Group, a leading financial services company, seeks a Manager in Training in San Jose, CA, for a full-time role. This position involves managing client accounts, coordinating team efforts, and contributing to financial strategies.

Daily tasks include account management, team coordination, and strategic planning. You'll work on diverse client needs and support the development of financial solutions.

Join a dynamic team in San Jose, CA, collaborating with colleagues to achieve organizational goals. The workplace is in the heart of California, fostering a productive environment.

The annual salary range for this position is between $48,000 and $60,814, providing a competitive compensation package. Employees can expect to perform a variety of tasks, including client consultations, financial product analysis, and transaction processing. The role requires proficiency in financial software and tools such as CRM systems, accounting software, and data analytics platforms. The workplace is typically an office environment, though remote work options may be available depending on the specific company policies. Benefits are not specified but may include standard financial services industry offerings, such as health insurance, retirement plans, and professional development opportunities.

Candidates should have a background in financial services, strong communication skills, and a passion for learning. Detail-oriented and able to work under pressure are essential.

• Manage client accounts
• coordinate with team members
• develop financial strategiesBackground in financial services or related field
• excellent communication skills
• detail-oriented
• ability to work under pressure