Account Manager
3 weeks ago
Our client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.Key ResponsibilitiesClient Relationship Support: Assist in building and maintaining strong relationships with first responder clients, offering support and guidance in their financial journey.Portfolio Assistance: Aid in monitoring and managing client investment portfolios to ensure they align with financial objectives and risk tolerance.Financial Planning Support: Collaborate with clients and senior advisors to develop comprehensive financial plans tailored to individual goals and needs.Communication Assistance: Support proactive communication efforts by helping to keep clients informed of relevant financial news and updates.Client Advocacy: Assist in addressing client concerns or questions regarding their financial plans or investment strategies, advocating for their interests.Compliance Support: Ensure adherence to regulatory requirements and internal compliance policies in all client interactions and recommendations.Team Collaboration: Work closely with senior advisors and support staff to deliver exceptional service and holistic financial solutions to clients.Learning and Development: Engage in continuous learning to stay informed about industry trends and best practices in wealth management.QualificationsBachelor's degree in Finance, Business Administration, or related field and/or equivalent industry experience of at least 2 years.Series 65 license required.Entry-level experience in wealth management or financial advisory role preferred.Basic understanding of investment products, financial markets, and wealth management principles.Excellent communication and interpersonal skills.Ability to prioritize tasks and thrive in a fast-paced, dynamic environment.Dedication to serving the unique needs and interests of first responder clients with integrity and professionalism.Compensation$55-75k
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Regional Account Manager
2 months ago
Frisco, United States Regions Pest LLC Full timeJob DescriptionJob DescriptionJoin Our Team: Regional Account Manager at Regions PestAbout Regions Pest:At Regions Pest, we are more than just a pest prevention company; we are a team dedicated to providing peace of mind to our customers through innovative solutions and exceptional service. As a leader in the industry, we pride ourselves on our commitment to...
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Regional Account Manager
1 day ago
Frisco, United States Regions Pest LLC Full timeJob DescriptionJob DescriptionJoin Our Team: Regional Account Manager at Regions PestAbout Regions Pest:At Regions Pest, we are more than just a pest prevention company; we are a team dedicated to providing peace of mind to our customers through innovative solutions and exceptional service. As a leader in the industry, we pride ourselves on our commitment to...
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Regional Account Manager
1 month ago
Frisco, United States Regions Pest LLC Full timeJob DescriptionJob DescriptionJoin Our Team: Regional Account Manager at Regions PestAbout Regions Pest:At Regions Pest, we are more than just a pest prevention company; we are a team dedicated to providing peace of mind to our customers through innovative solutions and exceptional service. As a leader in the industry, we pride ourselves on our commitment to...
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Regional Account Manager
7 hours ago
Frisco, United States Regions Pest LLC Full timeJob DescriptionJob DescriptionJoin Our Team: Regional Account Manager at Regions PestAbout Regions Pest:At Regions Pest, we are more than just a pest prevention company; we are a team dedicated to providing peace of mind to our customers through innovative solutions and exceptional service. As a leader in the industry, we pride ourselves on our commitment to...
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Regional Account Manager
3 weeks ago
Frisco, United States Regions Pest LLC Full timeJoin Our Team: Regional Account Manager at Regions Pest About Regions Pest: At Regions Pest, we are more than just a pest prevention company; we are a team dedicated to providing peace of mind to our customers through innovative solutions and exceptional service. As a leader in the industry, we pride ourselves on our commitment to quality, sustainability,...
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Accounting Manager
1 day ago
Frisco, United States Mark Knass Associates Full timeJob DescriptionJob DescriptionSoftware technology company, with operations in the US and Canada, providing services through online software (SaaS) seeks an Accounting Manager to support timely and accurate financial reporting, cash management, the annual financial audit, and monitoring of weekly reporting of payment requirements. With an annual compensation...
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Accounting Manager
2 days ago
Frisco, United States Mark Knass Associates Full timeJob DescriptionJob DescriptionSoftware technology company, with operations in the US and Canada, providing services through online software (SaaS) seeks an Accounting Manager to support timely and accurate financial reporting, cash management, the annual financial audit, and monitoring of weekly reporting of payment requirements. With an annual compensation...
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Technical Account Manager
2 days ago
Frisco, United States TeamLogic IT, Frisco, TX Full timeBenefits: Bonus based on performance Competitive salary Dental insurance Free food & snacks Health insurance Paid time off Profit sharing Vision insurance Company Overview If you have a background and skillset for IT and a determined mindset to overcome any obstacle, you’ll enjoy being part of TeamLogic IT. Our team exhibits a deep-seated need to expand...
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Technical Account Manager
19 hours ago
Frisco, United States TeamLogic IT, Frisco, TX Full timeBenefits: Bonus based on performance Competitive salary Dental insurance Free food & snacks Health insurance Paid time off Profit sharing Vision insurance Company Overview If you have a background and skillset for IT and a determined mindset to overcome any obstacle, you’ll enjoy being part of TeamLogic IT. Our team exhibits a deep-seated need to expand...
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Technical Account Manager
4 days ago
Frisco, United States TeamLogic IT, Frisco, TX Full timeJob DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryDental insuranceFree food & snacksHealth insurancePaid time offProfit sharingVision insuranceCompany OverviewIf you have a background and skillset for IT and a determined mindset to overcome any obstacle, youll enjoy being part of TeamLogic IT. Our team exhibits a deep-seated...
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Technical Account Manager
16 hours ago
Frisco, United States TeamLogic IT, Frisco, TX Full timeJob DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryDental insuranceFree food & snacksHealth insurancePaid time offProfit sharingVision insuranceCompany OverviewIf you have a background and skillset for IT and a determined mindset to overcome any obstacle, youll enjoy being part of TeamLogic IT. Our team exhibits a deep-seated...
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Senior Account Manager
2 weeks ago
Frisco, United States Fortis Insurance Partners Full timeWe are seeking an experienced Commercial P&C Account Manager with a can-do attitude and in-depth knowledge of handling a book of business. We invite you to be part of our growing and dynamic full-service independent insurance agency. You will work in a team environment to service, cross-sell, and maintain a book of commercial accounts in a diverse group of...
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Regional Accounting Manager
1 week ago
Frisco, United States Golden State Foods Full timeOverview: Established in 2006 as a division of Golden State Foods, Quality Custom Distribution (QCD) provides custom distribution services to iconic customers throughout the United States. With approximately 3,000 associates, QCD is headquartered in Frisco, Texas, is values-based, and provides over 17,000 deliveries a week from 25 Distribution Centers...
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Regional Accounting Manager
13 hours ago
Frisco, United States Golden State Foods Full timeOverview: Established in 2006 as a division of Golden State Foods, Quality Custom Distribution (QCD) provides custom distribution services to iconic customers throughout the United States. With approximately 3,000 associates, QCD is headquartered in Frisco, Texas, is values-based, and provides over 17,000 deliveries a week from 25 Distribution Centers...
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Strategic Account Manager
1 week ago
Frisco, United States Redwood Software Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. OUR MISSION At Redwood Software we unleash human potential. We empower our customers with lights-out automation for their mission-critical business processes. Redwood Software is the leader in full stack...
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Accounting Manager
23 hours ago
Frisco, United States Heidelberg Materials US, Inc. Full timeAutoReqId: 19806BR Pay Class: Salaried Exempt Minimum Pay Rate: $102,300.00 Maximum Pay Rate: $140,662.50 Department: Finance Line of Business: Corporate Administration (SSC, IT, Employee Services, Etc.) Position Type: Full-Time Job Posting: Accounting Manager - SSC (Hybrid) Heidelberg Materials is seeking a qualified Accounting Manager to join our team in...
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Account Manager
3 weeks ago
Frisco, United States Claire Myers Consulting Full timeOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.Key ResponsibilitiesClient...
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Account Manager
3 weeks ago
Frisco, United States Claire Myers Consulting Full timeOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.Key ResponsibilitiesClient...
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Account Manager
4 weeks ago
Frisco, United States Claire Myers Consulting Full timeOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.Key ResponsibilitiesClient...
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Account Manager
23 hours ago
Frisco, United States Claire Myers Consulting Full timeOur client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking an Account Manager to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.Key ResponsibilitiesClient...
