Strategic Financial Account Manager

Keystone West Corp.; Las Vegas (NV); On-site; USD 55,000 - 74,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Keystone West Corp. in Las Vegas, NV, is seeking a full-time Account Manager to lead client meetings, financial analysis, and strategic planning. You will work with our team to ensure clients' financial goals are met, combining strong communication with a solid grasp of financial products.

This modern, collaborative office offers open spaces, professional development, and a culture of client satisfaction. You will build relationships, conduct financial planning and market analysis, using

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 3+ years of experience in account management or finance roles.
• Strong communication skills and relationship-building ability.
• Familiarity with financial products and market analysis.

Responsibilities

• Maintain and grow client relationships.
• Ensure financial goals are met for clients.
• Conduct client meetings and financial analysis.
• Develop and implement strategic plans for accounts.
• Collaborate with Las Vegas team and meet deadlines.

Skills

Financial analysis

Client meetings

Strategic planning

Communication skills

Financial products knowledge

Education

Bachelor's degree in finance, accounting, or related field

Tools

Financial modeling software

CRM systems

Data analytics platforms

Job description

Keystone West Corp. in Las Vegas, NV, is seeking a full-time Account Manager to lead client meetings, financial analysis, and strategic planning. You will work with our team to ensure clients' financial goals are met, combining strong communication with a solid grasp of financial products.

This modern, collaborative office offers open spaces, professional development, and a culture of client satisfaction. You will build relationships, conduct financial planning and market analysis, using