Strategic Financial Advisor for Client Growth

Ivy Meridian Group; Cincinnati (OH); In loco; USD 90.000 - 103.000; Tempo pieno

Descrizione del lavoro

Ivy Meridian Group in Cincinnati, OH, seeks a full-time Account Executive to develop and maintain client relationships, understand clients' financial goals, and provide tailored advice. You will meet with clients, monitor accounts, and work with the Cincinnati team to deliver excellent service.

The annual salary ranges from $90,000 to $103,068, with benefits typically including health insurance and retirement plans.

Competenze

• Bachelor's degree in finance, accounting, or related field.
• Several years of experience in a similar position.
• Strong communication and interpersonal skills.
• Ability to work well under pressure.

Mansioni

• Develop and maintain client relationships.
• Provide financial advice and solutions to clients.
• Monitor client accounts and performance.
• Meet with clients to understand financial goals and discuss strategies.
• Collaborate with the Cincinnati team to deliver exceptional service.

Conoscenze

Communication skills

Interpersonal skills

Work under pressure

Formazione

Degree in finance or accounting

Descrizione del lavoro

Ivy Meridian Group in Cincinnati, OH, seeks a full-time Account Executive to develop and maintain client relationships, understand clients' financial goals, and provide tailored advice. You will meet with clients, monitor accounts, and work with the Cincinnati team to deliver excellent service.

The annual salary ranges from $90,000 to $103,068, with benefits typically including health insurance and retirement plans.