Top 22351 Key Account Advisor Jobs

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
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
Test Pilot Advisor
Modern Technology Solutions, Inc —Nellis AFB, NV
- Master's degree
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
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
10d
IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
- Health insurance
Quick Apply
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
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
Director - Pharmacy Network Contracting & Public Payer Relations
Hemophilia Alliance —Remote
- $130,000 - $170,000 a year
- Full-time
- Background check
- Up to 50% travel
- 5 years
- Health savings account
- Health insurance
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
11d
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
Manager of Trusts & Estates
RDV Corporation —Grand Rapids, MI
- Office
- Finance
- Analysis skills
- Paid holidays
- Health insurance
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
Transactional Attorney
Manley & Brautigam PC —Anchorage, AK
- $95,000 - $142,000 a year
- Full-time
- Mid-level
- Office
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Senior Compliance Officer
Concorde Investment Services —Boca Raton, FL
- $105,000 - $120,000 a year
- Full-time
- Management
- Office
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
Journeyman Electrician - Service Department
Electrical Production Services —Chaska, MN
- $45 - $59 an hour
- Overtime
- 18 years or older
- Microsoft Outlook
- Construction site
- Health savings account
- Disability insurance
Quick Apply
Mobile Diesel Service Technician
MHC —Fort Mill, SC
- Full-time
- CDL B
- DOT physical examination
- CDL A
- Profit sharing
- Disability insurance
Quick Apply
Claims Advocate
Connor & Gallagher OneSource —Lisle, IL
- $75,000 - $89,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Quick Apply
2h
Commercial Account Executive
Ingentis Holding GmbH —Nashville, TN
- Full-time
- Hybrid work
- Contracts
- Senior level
- Commercial
- Dental insurance
- Vision insurance
14d
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Controller (Director of Finance)
Louisiana Baptist Foundation —Alexandria, LA
- From $75,000 a year
- Full-time
- Background check
- CPA
- Inventory management
- Travel reimbursement
- 403(b) matching
Quick Apply
13d

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Certified Financial Planner Professional

Galecki Financial Management
Fort Wayne, IN

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Job Details

Full-time
From $100,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Financial planning software
Teamwork
Customer relationship building
CFP
Interpersonal skills
Business development experience
Bachelor's degree
Portfolio management advisory services
Investment client management
Sales management systems proficiency
Financial services
CRM system proficiency
Productivity software
Account management experience
Retirement planning advisory services
Technical Proficiency

Full Job Description

Financial Planner, CFP® Professional

Position Summary

We are seeking an experienced and client-focused Financial Planner to join our growing wealth management team. The ideal candidate is a CERTIFIED FINANCIAL PLANNER™ professional with a passion for building long-term client relationships and delivering comprehensive financial advice.

This role is responsible for leading client relationships, developing personalized financial plans, collaborating with internal team members, and serving as a trusted advisor to individuals and families.

The successful candidate will demonstrate strong technical expertise, exceptional communication skills, and a commitment to always acting in clients’ best interests.

Key Responsibilities

Client Relationship Management

Cultivate prospective client leads.
Serve as the primary advisor for an assigned group of client relationships.
Lead client meetings and maintain ongoing communication with clients and their families.
Build trusted, long-term relationships through proactive outreach and exceptional service.
Identify evolving client needs and recommend appropriate planning strategies.
Collaborate with support staff and other advisors to ensure a seamless client experience.

Financial Planning

Develop, implement, and monitor comprehensive financial plans.
Provide advice related to:

o Retirement planning

o Investment management

o Tax planning strategies

o Estate planning coordination

o Insurance and risk management

o Education funding

o Cash flow and debt management

Analyze client data and prepare recommendations using financial planning software.
Monitor client progress and adjust strategies as goals and circumstances evolve.

Business Development

Cultivate relationships with centers of influence, including attorneys, CPAs, and other professionals.
Participate in networking events, educational seminars, and community activities.
Support the firm's business development initiatives through referrals and strategic relationship building.
Contribute to the growth and retention of the firm's client base.

Team Collaboration

Work closely with team members to deliver an exceptional client experience.
Maintain accurate and timely client records and documentation.
Stay current on industry trends, regulatory requirements, and best practices.

Qualifications

Required

CFP® certification in good standing.
Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
A minimum of 3 years of experience independently leading client relationships within a financial planning or wealth management firm.
Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
Excellent verbal and written communication skills.
Demonstrated ability to build trust and manage multiple client relationships effectively.
Proficiency with financial planning software, CRM systems, and Microsoft Office applications.

Preferred

Experience working in a Fee-Only or fiduciary advisory environment.
Experience with tax planning and estate planning coordination.

Compensation and Benefits

We offer a competitive compensation package that includes:

Starting salary based on industry experience and qualifications
Incentive compensation opportunities through new business advisor bonus
Health, dental, ST and LT disability, and life insurance
Health club membership
Retirement plan with employer contributions
Paid time off and holidays
Continuing education and CFP® renewal support
Professional development opportunities

Pay: From $100,000.00 per year

Benefits:

401(k) matching
Dental insurance
Disability insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

Key Account Advisor jobs

Certified Financial Planner Professional

Real Estate Agent

Test Pilot Advisor

Probate Attorney

IT Application Manager

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

Principal – Broker/Dealer RIA

Director - Pharmacy Network Contracting & Public Payer Relations

Senior Management Analyst / Senior Records Manager

Financial Advisor - North Central Florida Group - Tallahassee, FL

Manager of Trusts & Estates

New Home Sales Agent

Transactional Attorney

Senior Compliance Officer

Journeyman Electrician - Service Department

Mobile Diesel Service Technician

Claims Advocate

Commercial Account Executive

Registered Client Service Associate

Controller (Director of Finance)

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