Job Closed

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Client Account Executive – Existing Client Sales

Location

California

Posted

41 days ago

Salary

$85K - $140K / year

Seniority

Senior

Bachelor Degree5 yrs expExperience acceptedEnglish

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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