Account Manager, Financial Services
Location: WATERFORD, WI
Job Type: fulltime
Company: Steffens Ins - V3 Financial Wealth Strategies
Salary: $50000.0 - $65000.0 per year
Category: Financial Services
Job Description Apply Now
Account Manager, Financial Services
V3 Financial Wealth Strategies is seeking a highly capable Account Manager, Financial Services to join our experienced team. As a reputable organization in the financial services sector, we focus on delivering personalized wealth management solutions that empower clients to achieve their financial aspirations. Our company is grounded in principles of integrity, innovation, and exceptional customer service. The Account Manager, Financial Services position is a key role dedicated to enhancing client satisfaction and supporting our Advisors and Paraplanners in providing outstanding service to our clients in Waterford, WI. This full-time position offers an opportunity to grow professionally within a dynamic and supportive work environment.
As an Account Manager, Financial Services, you will serve as a primary point of contact for clients, assisting them with a variety of financial products and services. Your expertise in financial analysis, client relationship management, and organizational skills will contribute to the overall success of the team and help clients confidently navigate their financial future. You will be responsible for delivering prompt, accurate, and compliant service, ensuring that clients receive the highest level of support throughout their financial journey.
Our ideal candidate has a well-rounded understanding of financial services, the ability to communicate clearly with clients, and a passion for supporting others in achieving their financial goals. Experience in financial analysis, account management, and portfolio management will be highly beneficial in this role, as will a commitment to continuous learning and staying informed about industry best practices and regulatory requirements. Working as an Account Manager, Financial Services in Waterford, WI, provides the opportunity to connect with the local community and contribute meaningfully to clients' financial well-being.
At V3 Financial Wealth Strategies, we value our team members and invest in their growth and success. Our commitment to professional development, employee well-being, and a collaborative team atmosphere makes this an excellent opportunity for those looking to advance their career in financial services.
Account Manager, Financial Services - Summary- Serve as a liaison between clients and Advisors, providing support across a range of financial products and services
- Maintain organized and compliant client records and documentation
- Assist in financial analysis, preparation of financial models, and strategy recommendations
- Deliver exceptional customer service and ensure a positive client experience
- Work collaboratively with team members to achieve business objectives
- Engage with clients and prospects to schedule appointments and provide information about available financial services
- Support Advisors in preparing life and disability insurance quotes, proposals, and applications
- Process policyholder requests including loans, beneficiary changes, and ownership updates in accordance with company procedures
- Maintain accurate records of client interactions, pending applications, and policy documents to ensure regulatory compliance
- Organize and gather financial documents from clients, preparing drafts for Advisor review
- Assist in creating and finalizing financial models, including investment allocation and retirement planning scenarios
- Coordinate paramedical and medical examinations for applicants as required
- Prepare strategy sheets and investment hypotheticals to support client decision-making
- Stay informed about market trends, economic developments, and regulatory changes in the financial services industry
- Occasional overnight travel may be required depending on project needs
- Competitive base salary commensurate with experience
- PTO (Paid Time Off) and extended paid holidays
- Annual performance bonuses
- Comprehensive medical, dental, and vision insurance
- Short-term disability and life insurance coverage
- Regular team outings and social events
- Opportunities for career growth and professional development
- Background in financial services, such as experience as a financial advisor, investment analyst, or wealth management associate
- Strong analytical skills with the ability to interpret financial data, assess risk, and make informed recommendations
- Exceptional interpersonal and communication skills
- Ability to communicate complex financial concepts clearly to clients
- Excellent organizational and time management abilities
- Comprehensive understanding of financial products and services, such as investment vehicles, insurance, and retirement planning
- Knowledge of industry regulations and compliance requirements
- Familiarity with asset allocation, diversification techniques, and retirement income planning strategies
- Client-facing experience, such as customer service or relationship management, is advantageous
- Experience in portfolio management or investment analysis is beneficial
- Motivated and dedicated professional seeking to make a meaningful impact in financial services
- Excellent at managing multiple priorities in a fast-paced environment
- Proactive, detail-oriented, and committed to client success
- Adaptable to changing industry trends and regulatory updates
- Collaborative team player with a passion for personal and professional growth
- Position is full-time and based in Waterford, WI, offering the chance to work within a vibrant community and growing financial sector
- Company culture emphasizes integrity, innovation, and personalized service
- Applicants should be prepared for occasional travel, with advance notice provided as needed
- V3 Financial Wealth Strategies is committed to equal employment opportunity and a diverse, inclusive workplace
Take the next step in your career by applying for the Account Manager, Financial Services position at V3 Financial Wealth Strategies. Click the job application button to submit your application and join a team dedicated to empowering clients on their financial journeys.