What are the responsibilities and job description for the Account Manager position at Monarch Wealth?
Company Description
Monarch Wealth is a financial services company located in Scottsdale, AZ. Our mission is to exceed expectations and help our clients achieve their financial goals. We offer personalized wealth management strategies to help secure their future.
Role Description
This is a full-time Account Manager role at Monarch Wealth. The Account Manager will be responsible for managing client accounts, providing financial advice and guidance, conducting portfolio reviews, and identifying investment opportunities. This is a hybrid role, with the primary location being in Scottsdale, AZ, but also allows for some remote work.
Qualifications
- Strong knowledge of financial planning and investment strategies
- Excellent interpersonal and communication skills
- Ability to build and maintain client relationships
- Experience in account management or wealth management
- Proven ability to meet and exceed sales targets
- Attention to detail and strong analytical skills
- Proficiency in financial software and tools
- Bachelor's degree in Finance, Business, or related field