ACCOUNT MANAGER, Wealth Management (Roseville)
Roseville, CA 95661 US
Job Description
WEALTH MANAGEMENT SERVICE CONSULTANT
Work directly with clients handling various responsibilities including:
- Opening new accounts
- Journal/wire request
- Re-balance portfolios
- Communicate model portfolio information
- Raise cash as needed
- Prepare investment reviews for clients
- Manage the client follow up activities
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Job Requirements
WEALTH MANAGEMENT SERVICE CONSULTANT
- MUST have 5+ years of wealth management service experience to be considered!
- Superior oral & written communication skills
- Exceptional attention to every detail and a commitment to be error-free
- Strong prioritization skills; able to manage many time-sensitive tasks simultaneously
- Well organized; enjoys keeping accurate and detailed records
- Strong proficiency with Microsoft Excel, Word, and PowerPoint as well as the ability to design spreadsheets using formulas, linking cells, and graphing functions
- High standards of professionalism (dress, manners, conduct, speech)
- Positive attitude and a team player
- Self-motivated and able to work well independently AND with others
- Four year business degree with an emphasis in finance, accounting, or business administration is preferred
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Additional Information
RESUMES MUST ACCOMPANY APPLICATION FOR CONSIDERATION!
Meet Your Recruiter
Kristine Fornek
Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
EXPERIENCE: My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.
The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: There’s no better feeling than helping someone realize their goals by assisting them in advancing their career. I love making that connection! My goal is to consistently build long lasting relationships with both my clients and my applicants.
CLIENTS CAN COUNT ON ME BECAUSE: I pride myself on the quality of my work and I truly CARE about their needs. The better I know them, the better my understanding is as to who would fit their needs.
HOBBIES: Golf, travel, stained glass, mosaics, volunteering, cooking, active with church.