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Client Account Executive – Existing Client Sales
Location
California
Posted
41 days ago
Salary
$85K - $140K / year
Seniority
Senior
Job Description
Client Account Executive – Existing Client Sales
Vanguard
• Responsible for the retention, satisfaction, and growth of clients • Establishes and deepens client relationships • Develops and communicates strategic business plans • Implements long term relationship retention & growth strategies • Achieves established sales, satisfaction and retention goals
Job Requirements
- Five years financial services experience
- At least three years in a senior level client or prospect relationship role
- Undergraduate degree or equivalent combination of training and experience
- Regulatory license and/or registration (e.g. FINRA, state, SFC)
- Series 6 and Series 63 required
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
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