Financial Account Manager

Company: V3 Financial Wealth Strategies
Location: Waterford, WI
Type: Full-time, In-office position

About Us:
V3 Financial Wealth Strategies is a leading financial services firm committed to providing comprehensive wealth management solutions to our clients. With a focus on integrity, innovation, and personalized service, we help individuals and families achieve their financial goals and secure their futures.

Position Overview:
We are seeking a dynamic and experienced Financial Account Manager to join our team. In this role, you will play a vital role in supporting our Advisors and Paraplanners in delivering exceptional service to our clients. The ideal candidate will possess a strong understanding of financial services, excellent communication skills, and a passion for helping clients achieve financial success.

Responsibilities:

1. Client Engagement and Support:
   • Contact prospects and clients to schedule appointments for Advisors, demonstrating strong interpersonal skills and professionalism in all interactions.
   • Assist Advisors in running individual life and disability insurance quotes, preparing proposals, and processing applications for various financial products.
   • Provide in-house customer service to clients, addressing inquiries, providing assistance with applications and policyholder requests, and ensuring a positive client experience.
2. Administrative Support and Documentation:
   • Maintain organized and accurate records of client interactions, pending applications, and policy documents, ensuring compliance with regulatory requirements.
   • Schedule paramedical and medical examinations for applicants, coordinating with insurance carriers and healthcare providers as needed.
   • Process policyholder requests for loans, beneficiary changes, and ownership updates, adhering to established procedures and timelines.
3. Financial Analysis and Modeling:
   • Request and gather financial documents from prospects and clients, organizing them according to financial models and preparing rough drafts for review by Advisors.
   • Assist in the preparation and finalization of comprehensive financial models, including investment allocations, retirement planning scenarios, and risk assessments.
   • Prepare strategy sheets and investment hypotheticals to support client recommendations and decision-making processes.

Skills:

1. Financial Analysis: Strong analytical skills are essential for a Financial Account Manager to assess clients' financial situations, analyze investment options, and develop personalized financial strategies. This includes the ability to interpret financial data, evaluate risks, and make informed recommendations to clients.
2. Client Relationship Management: Exceptional interpersonal and communication skills are crucial for building and maintaining positive relationships with clients. Financial Account Managers must be able to effectively communicate complex financial concepts in a clear and understandable manner, listen to clients' needs and concerns, and provide responsive and attentive customer service.
3. Organizational and Time Management: Excellent organizational and time management skills are necessary for managing multiple client accounts, deadlines, and priorities effectively. Financial Account Managers must be able to prioritize tasks, meet deadlines, and maintain accurate and up-to-date records while working in a fast-paced and dynamic environment.

Knowledge:

1. Financial Products and Services: A comprehensive understanding of financial products and services, including investment vehicles, insurance products, retirement planning strategies, and estate planning options, is essential for a Financial Account Manager. This includes knowledge of different types of investment accounts, tax implications, and regulatory requirements governing financial transactions.
2. Market and Industry Trends: Stay updated on market trends, economic developments, and regulatory changes affecting the financial services industry. This includes monitoring changes in interest rates, stock market performance, and industry regulations to inform client recommendations and strategies.
3. Financial Planning Principles: Familiarity with financial planning principles and methodologies is important for developing comprehensive financial plans tailored to clients' goals, risk tolerance, and financial situations. This includes knowledge of asset allocation strategies, diversification techniques, and retirement income planning strategies.

Experience:

1. Financial Services Background: Prior experience in the financial services industry, such as working as a financial advisor, investment analyst, or wealth management associate, is highly desirable for a Financial Account Manager position. This experience provides a solid foundation in financial concepts, industry practices, and client servicing skills.
2. Client-Facing Experience: Experience in client-facing roles, such as customer service, sales, or relationship management, is beneficial for a Financial Account Manager to effectively engage with clients, address their needs, and build trust and rapport.
3. Portfolio Management: Experience in portfolio management, investment analysis, or financial planning is advantageous for a Financial Account Manager to assess clients' investment objectives, risk tolerance, and time horizon, and develop customized investment strategies aligned with their financial goals.

Benefits:

• Competitive base salary
• Paid time off (PTO) and extended paid holidays
• Annual performance bonuses
• Comprehensive medical, dental, and vision insurance plans
• Short-term disability and life insurance coverage
• Regular team outings and social events
• Opportunities for career growth and professional development

Join Our Team:
If you are a motivated and dedicated professional with a passion for financial services and client success, we invite you to apply for the Financial Account Manager position at V3 Financial Wealth Strategies. Join us in making a positive impact on the lives of our clients and building a brighter financial future together.