Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
Facilitate the onboarding of new clients and ensure smooth transitions.
Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
This international Wealth Management client is seeking a Gen-Z profile Client Relationship Manager / BDM based in the USA. This opportunity is best suited to Western born and educated professionals, ideally USA nationals, with a background and exposure to high-net-worth clients.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Connect with people who asked for help protecting their families.
Build your own agency with our pathway to Ownership.
Learn directly from top leaders through Hands-On Mentorship.
Meron Financial Agency aims to create financial success and a fulfilling life for its employees. They focus on building leaders and entrepreneurs by providing mentorship and tools, without requiring cold calling, and partnering with various A+ rated carriers.
No cold calling; connect only with people who already asked for help protecting their families.
Commission-only role with uncapped earning potential; average new agents earn $800–$1,200 per policy.
Must live in the U.S. and be a U.S. citizen or legal/permanent resident.
Meron Financial Agency believes you can have both financial success and a life you love. They're building leaders, entrepreneurs, and legacies by giving mentorship, tools, and a proven system to help you grow without limits.
You grasp concepts quickly and know how to make the complex easy to understand.
You excel at bringing the right people to the table, solving issues and identifying opportunities
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments and have a team of 23,300 people across 32 countries.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term, consultative relationships with clients to ensure revenue retention and secure renewals.
Lead go-to-market strategies across existing business to accelerate growth.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Generating revenue growth and managing important Credit Union client relationships.
Building close alliances with senior client management personnel, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements.
Remote position based in the Southern CA Region (anywhere on the west coast is acceptable).
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and a people first approach is award-winning.
Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses.
Create quarterly estimates and projections.
Perform tax research and respond to tax questions.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are committed to diversity with a flexible work environment.
Conduct thorough discovery calls with inbound leads to understand their tax issues and financial situation.
Review client-provided documents and system data to recommend customized resolution programs.
Own the full sales process from consultation to enrollment, ensuring a smooth client experience.
TaxRise provides tax relief services, offering hope and solutions to individuals facing financial uncertainty. They are the fastest-growing company in the tax resolution industry, fostering a team that values contributions and celebrates successes while driving innovation via empathy.
Maintain documentation within Salesforce and align with protocols.
Your Money Line pairs AI-powered software with human expertise to help people across the country gain clarity and confidence with their money. Founded by Peter Dunn (aka Pete the Planner™), YML is a trusted financial wellness benefit for employees in healthcare, education, manufacturing, and more.
Connect with people who already asked for help protecting their families.
Design your schedule, your way.
Build your own agency.
Meron Financial Agency believes you can have both financial success and a life you love. They're not just building careers—they’re building leaders, entrepreneurs, and legacies, providing mentorship, tools, and a proven system for growth.
Forbes Advisor helps readers turn their aspirations into reality by arming people with trusted advice and guidance, so they can make informed decisions they feel confident in. They are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease.
Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.
Present wealth management solutions to high-net-worth prospects.
Engage with prospects to evaluate their financial situation and provide solutions.
Educate prospective clients on the variety of Fisher Investment’s offerings.
Fisher Investments is a global investment firm that puts clients first. They are a privately held, multi-billion-dollar company focused on bettering the investment universe, and pride themselves in their inclusive culture.
AO Garcia Agency is dedicated to protecting families and children through financial services, providing peace of mind and security to those who need it most. They value integrity and compassion, and offer opportunities for advancement.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
AO Garcia Agency empowers clients by providing personalized benefits solutions and has been in business for 70+ years. They have a dynamic remote team where collaboration is valued.