ACCOUNT MANAGER, Wealth Management (Roseville)

Roseville, CA 95661

Posted: 01/18/2023 Industry: Employee Benefits & Retirement Services Job Number: 1.5 1 KEF Pay Rate: 70000 - 80000 Experience: Mid-Senior Level

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.

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