Top 20885 Key Account Advisor Jobs

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Controller
Yellowstone Country Club —Billings, MT
- $80,000 - $100,000 a year
- Weekends as needed
- CPA
- Mid-level
- 3 years
- Health savings account
- AD&D insurance
Quick Apply
Client Account Manager
High Performance Computer Services —Ashland, KY
- Full-time
- Pass drug screening
- Office
- Business development experience
- Paid time off
Quick Apply
Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience
Orchard Medical Management —Manchester, NH
- Full-time
- CPR Certification
- 5 years
- BLS Certification
- Health savings account
- Health insurance
Quick Apply
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Principal – Broker/Dealer RIA
CreativeOne —Leawood, KS
- From $100,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health savings account
- Relocation assistance
Quick Apply
Admissions Lead - International
Order of Saint Benedict/Saint John's Abbey —Collegeville, MN
- $45,000 - $55,000 a year
- Online Application
- Background check
- School experience
- Writing skills
- Health savings account
- Health insurance
Quick Apply
11d
Real Estate Agent
Touchstone Living, Inc. —Pahrump, NV
- From $100,000 a year
- Full-time
- Background check
- Spanish
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - North Central Florida Group - Tallahassee, FL
Thrivent —Tallahassee, FL
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Paid training
- AD&D insurance
Quick Apply
Probate Attorney
Tiffany & Bosco, PA —Phoenix, AZ
- $120,000 - $150,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
8d
Automotive Service Advisor
Nebraskaland-Kansasland-Coloradoland Tire Group —Goodland, KS
- $16 - $25 an hour
- 8 hour shift
- Dealership
- Computer literacy
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
11d
Sales Account Manager Liquid Filling Equip (Uncapped Commissions | Manufacturing Automation Ind)
Apex Filling Systems —Michigan City, IN
- $40,000 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Licensing & Contracting Specialist
MarketShare Financial —Carmel, IN
- From $65,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health savings account
- Disability insurance
Quick Apply
New Home Sales Agent
Touchstone Living, Inc. —Reno, NV
- From $100,000 a year
- Full-time
- Background check
- Spanish
- Sales
- Health insurance
- Dental insurance
Quick Apply
HS Special Education Science Teacher 2026-2027
Atmosphere Academy Public Charter Schools —Bronx, NY
- $67,000 - $150,000 a year
- Full-time
- School experience
- Classroom
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Accounting Staff / Accountant (Korean bilingual rquired)
DSL USA Inc —Suwanee, GA
- $6,000 - $80,000 a year
- Part-time
- English
- Mid-level
- Office
- Paid time off
Quick Apply
Design Engineering Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Background check
- Clean driving record
- 5 years
- Health savings account
- Relocation assistance
Quick Apply
Diesel Truck Reusable Parts Sales Administrator
Diesel Power Group —Pierceton, IN
- $70,000 - $85,000 a year
- Full-time
- Dealership
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure
West Yost —Medford, OR
- $109,315 - $180,685 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Profit sharing
Quick Apply
Senior Management Analyst / Senior Records Manager
Abaco Strategy LLC —Fort Meade, MD
- $120,000 - $125,000 a year
- Full-time
- Writing skills
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
9d

I want to receive the latest job alert for Key Account Advisor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Key Account Advisor jobs near

Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Key Account Advisor jobs

Trader

Financial Controller

Client Account Manager

Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience

Certified Financial Planner Professional

Principal – Broker/Dealer RIA

Admissions Lead - International

Real Estate Agent

Financial Advisor - North Central Florida Group - Tallahassee, FL

Probate Attorney

Automotive Service Advisor

Sales Account Manager Liquid Filling Equip (Uncapped Commissions | Manufacturing Automation Ind)

Licensing & Contracting Specialist

New Home Sales Agent

HS Special Education Science Teacher 2026-2027

Accounting Staff / Accountant (Korean bilingual rquired)

Design Engineering Manager

Diesel Truck Reusable Parts Sales Administrator

Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure

Senior Management Analyst / Senior Records Manager

I want to receive the latest job alert for Key Account Advisor

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected