Our firm is partnered with a well-respected Wealth Management firm to assist them in acquiring a Minneapolis-based Account Manager. Offering comprehensive and customized financial planning and investment management services, this Wealth Management group has grown from a regional firm to a nationally recognized company with locations across forty states. The company is looking to grow their team by adding a solution-focused, driven individual to their team as they head into the next decade of growth. In this role you’ll work in a team based approach with some of the best Wealth Managers in the business! The position is compensated well though a base salary plus variable incentives in addition to a strong benefits package.
**Only Minnesota applicants will be considered
- Develops and maintains relationships with clients
- Manages Pipeline of warm in-bound leads
- Meets or exceeds activity and production goals
- Maintains current financial industry knowledge
- Travel to local new client lunch and dinner seminars as requested
Desired Skills and Experience
- 2+ years of Financial Services experience
- Bachelor’s degree in related field
- Self-motivated, strong communicator, goal oriented
- Series 7 and 66; Minnesota Insurance Licenses Preferred
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ABOUT SKYWATER SEARCH
Start with your Short List
Led by a group of seasoned search industry professionals, SkyWater Search Partners brings new focus to a novel concept, “Short List Search.” Our purpose is to leave a lasting impression on the clients we serve by providing individuals who will make a measurable difference in their business. We strive to consistently deliver great results to our clients in a very timely manner.
Our practice areas are led by highly experienced executive recruiters who take great care in fully understanding client requirements and candidate qualifications.
• Accounting and Finance
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Founded on long-standing relationships and hundreds of successful placements throughout the Twin Cities business community, SkyWater Search Partners is a proven resource for clients and candidates looking to quickly and confidently explore their “short list” of best choices. Count on us to find the best people – and the best fit.