Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Account Manager- Finance *Remote*

  • Job Tag: #LI-EI1
  • Posted: January 24,2023

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. 

**This is a fully remote position **


  • 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 sales or customer service experience
  • Banking or Financial Services experience preferred
  • Bachelor’s degree in related field
  • Self-motivated, strong communicator, goal oriented
  • Series 7 and 66; Minnesota Insurance Licenses Preferred

Submit Your Resume

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!

visit us

601 Carlson Parkway | Suite 150 Minneapolis, Minnesota 55305

call us


stay connected