Wealth Account Manager — Client Growth, Health & 401(k)

Cedar Atlantic; Jacksonville (FL); Presencial; USD 70.000 - 101.000; Tempo integral

Benefícios oferecidos por esta vaga

Health insurance

401(k) plan

Professional development opportunities

Resumo da vaga

Cedar Atlantic in Jacksonville, FL is seeking an Account Manager to manage and grow client relationships, providing personalized financial advice and strategic planning. Base salary ranges from $70,000 to $101,064 per year with health insurance and a 401(k) plan.

The role emphasizes client consultations, portfolio reviews, and collaboration with investment advisors in a team environment. Ideal candidates hold a bachelor’s degree in finance or related field and have 3–5 years of wealth management

Descrição da vaga

Cedar Atlantic in Jacksonville, FL is seeking an Account Manager to manage and grow client relationships, providing personalized financial advice and strategic planning. Base salary ranges from $70,000 to $101,064 per year with health insurance and a 401(k) plan.

The role emphasizes client consultations, portfolio reviews, and collaboration with investment advisors in a team environment. Ideal candidates hold a bachelor’s degree in finance or related field and have 3–5 years of wealth management