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Scottsdale, AZ | Full Time
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Account Manager
Monarch Wealth Scottsdale, AZ
$89k-121k (estimate)
Full Time 1 Week Ago
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Monarch Wealth is Hiring an Account Manager Near Scottsdale, AZ

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

Job Summary

JOB TYPE

Full Time

SALARY

$89k-121k (estimate)

POST DATE

06/10/2024

EXPIRATION DATE

11/15/2024

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The job skills required for Account Manager include Account Management, Communication Skills, Client Relationship, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Account Manager positions, which can be used as a reference in future career path planning. As an Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Manager. You can explore the career advancement for an Account Manager below and select your interested title to get hiring information.

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