Wealth Management Account Manager - Client Growth

Meridian Valley Inc.; Raleigh (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Meridian Valley Inc. in Raleigh, NC, seeks a FULL_TIME Account Manager to oversee wealth management and investment advisory services for high-net-worth clients.

You will build relationships, provide personalized financial planning, and manage portfolios to preserve wealth and support goals. This role emphasizes strong communication, collaboration with internal teams, and staying current with market trends and regulatory changes.

Qualifications

• Bachelor's degree required in finance, accounting, or related field.
• 3–5 years in financial services, wealth management, or related field.
• Strong communication and interpersonal skills to build client relationships.

Responsibilities

• Develop and maintain strong client relationships to understand financial goals.
• Provide personalized financial planning and investment management services.
• Monitor client portfolios to ensure alignment with goals and risk tolerance.
• Collaborate with internal teams to deliver comprehensive financial solutions.
• Stay updated on industry trends and regulatory changes to advise clients.

Skills

Client relationships

Financial planning

Investment management

Wealth preservation

Education

Bachelor's degree in finance or related field

Tools

Financial modeling software

Portfolio analysis tools

Job description

Meridian Valley Inc. in Raleigh, NC, seeks a FULL_TIME Account Manager to oversee wealth management and investment advisory services for high-net-worth clients.

You will build relationships, provide personalized financial planning, and manage portfolios to preserve wealth and support goals. This role emphasizes strong communication, collaboration with internal teams, and staying current with market trends and regulatory changes.